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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 22-2772200 | Investment Management | $623,577 |
MANULIFE ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3168979 | Investment Management | $258,957 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $195,852 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $184,099 |
GOODWIN CAPITAL ADVISORS4+ years Service code 28 · EIN 95-4191764 | Investment Management | $149,937 |
FRANK M. VACCARO & ASSOCIATES4+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $146,039 |
PNC BANK, N.A.4+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $133,568 |
NEWTOWER TRUST COMPANY4+ years Service code 28 · EIN 30-0872552 | Investment Management | $119,753 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $113,400 |
CHEIRON4+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $109,246 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.19% | 2.02%-7.2pp | -752.26%+747.1pp | 33.37%-38.6pp |
| Employer contribution / active EE | $14,271 | $12,422+14.9% | $31,802-55.1% | $11,253+26.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |