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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 22-2772200 | Investment Management | $496,232 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $289,205 |
GOODWIN CAPITAL ADVISORS7+ years Service code 28 · EIN 95-4191764 | Investment Management | $246,589 |
PINNACLE ASSOCIATES GP, LLC7+ years Service code 28 · EIN 13-3933586 | Investment Management | $201,692 |
Service code 28 · EIN 34-1922005 | Investment Management | $169,971 |
NEWTOWER TRUST COMPANY7+ years Service code 28 · EIN 30-0872552 | Investment Management | $140,629 |
FRANK M. VACCARO & ASSOCIATES7+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $125,158 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $124,143 |
NB ALTERNATIVES ADVISERS LLC3 years Service code 28 · EIN 30-0536163 | Investment Management | $119,153 |
CHEIRON7+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $113,337 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 17.23% | 19.37%-2.1pp | 11.08%+6.1pp | 15.63%+1.6pp |
| Employer contribution / active EE | $15,718 | $13,107+19.9% | $28,418-44.7% | $11,476+37.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |