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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS8+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $274,199 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $259,529 |
HAMILTON LANE ADVISORS, LLC6 years Service code 28 · EIN 23-2962336 | Investment Management | $227,958 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $219,842 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $185,418 |
KIMBERLY FUREY8+ years Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $154,522 |
Service code 28 · EIN 13-3257590 | Investment Management | $151,342 |
Filed as: BOYD WATERSON Service code 28 · EIN 34-1922005 | Investment Management | $145,525 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-2700161 | Investment Management | $119,016 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $118,747 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 5.98% | 7.95%-2.0pp | 20.18%-14.2pp | 9.11%-3.1pp |
| Employer contribution / active EE | $10,020 | $14,684-31.8% | $29,108-65.6% | $12,231-18.1% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |