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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 22-2772200 | Investment Management | $445,394 |
GOODWIN CAPITAL ADVISORS8+ years Service code 28 · EIN 95-4191764 | Investment Management | $228,072 |
HAMILTON LANE ADVISORS, LLC8+ years Service code 28 · EIN 23-2962336 | Investment Management | $173,671 |
NEWTOWER TRUST COMPANY8+ years Service code 28 · EIN 30-0872552 | Investment Management | $167,690 |
PINNACLE ASSOCIATES GP, LLC8+ years Service code 28 · EIN 13-3933586 | Investment Management | $157,492 |
ULLICO1 year Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $155,838 |
HARBOURVEST PARTNERS LP4 years Filed as: HARBOURVEST PARTNERS LLC Service code 28 · EIN 04-3335829 | Investment Management | $145,113 |
FRANK M. VACCARO & ASSOCIATES8+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $123,484 |
PINNACLE ASSET MANAGEMENT LP8+ years Service code 28 · EIN 71-0937676 | Investment Management | $121,485 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $116,442 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -13.01% | -7.95%-5.1pp | -5.85%-7.2pp | 23.41%-36.4pp |
| Employer contribution / active EE | $16,157 | $13,972+15.6% | $31,839-49.3% | $12,650+27.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |