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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 22-2772200 | Investment Management | $471,459 |
ULLICO2 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $424,811 |
GOODWIN CAPITAL ADVISORS9+ years Service code 28 · EIN 95-4191764 | Investment Management | $190,220 |
HARBOURVEST PARTNERS LP5 years Filed as: HARBOURVEST PARTNERS LLC Service code 28 · EIN 04-3335829 | Investment Management | $188,120 |
NEWTOWER TRUST COMPANY9+ years Service code 28 · EIN 30-0872552 | Investment Management | $152,399 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $148,467 |
PINNACLE ASSET MANAGEMENT LP9+ years Service code 28 · EIN 71-0937676 | Investment Management | $139,836 |
FRANK M. VACCARO & ASSOCIATES9+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $138,201 |
CHEIRON9+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $128,928 |
HAMILTON LANE ADVISORS, LLC9+ years Service code 28 · EIN 23-2962336 | Investment Management | $124,834 |
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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 | 12.66% | 7.95%+4.7pp | 20.18%-7.5pp | 9.11%+3.6pp |
| Employer contribution / active EE | $17,833 | $14,684+21.4% | $29,108-38.7% | $12,231+45.8% |
| 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% |