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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 22-2772200 | Investment Management | $548,445 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $291,321 |
HARBOURVEST PARTNERS LP6 years Filed as: HARBOURVEST PARTNERS LLC Service code 28 · EIN 04-3335829 | Investment Management | $199,613 |
CHEIRON10+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $185,303 |
FRANK M. VACCARO & ASSOCIATES10+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $153,271 |
PINNACLE ASSET MANAGEMENT LP10+ years Service code 28 · EIN 71-0937676 | Investment Management | $147,819 |
HAMILTON LANE ADVISORS, LLC10+ years Service code 28 · EIN 23-2962336 | Investment Management | $144,728 |
NEWTOWER TRUST COMPANY10+ years Service code 28 · EIN 30-0872552 | Investment Management | $138,546 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $128,903 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Service code 29 · EIN 23-2657967 | Legal | $109,602 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.73% | 10.33%+0.4pp | 8.10%+2.6pp | 9.30%+1.4pp |
| Employer contribution / active EE | $20,590 | $14,972+37.5% | $28,649-28.1% | $12,551+64.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |