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| Provider | Service type | Compensation |
|---|---|---|
ALGER5+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $316,005 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $262,514 |
BAIRD FUNDS5+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $242,407 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $181,283 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $165,023 |
KIMBERLY FUREY5+ years Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $131,410 |
BRENDA ARRIOLA5+ years Filed as: BRENDA JOUBERT Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $126,710 |
AMERICAN REALTY ADVISORS4 years Service code 28 · EIN 33-0123114 | Investment Management | $121,632 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $106,427 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $106,427 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 2.05% | 6.82%-4.8pp | 8.01%-6.0pp | 12.86%-10.8pp |
| Employer contribution / active EE | $9,209 | $12,695-27.5% | $29,476-68.8% | $13,687-32.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |