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| Provider | Service type | Compensation |
|---|---|---|
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 45 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $435,882 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD Service code 28 1251 AVENUE OF THE AMERICAS, 33RD F · NEW YORK, NY 10020 | Investment Management | $391,022 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 ONE LANDMARK SQUARE, 20TH FL. · STAMFORD, CT 06901 | Investment Management | $361,176 |
PERRY N. BLACKMAN, CPA1+ years Service code 10 · EIN 23-2244789 | Accounting | $352,574 |
Filed as: PROGRESS INVESTMENT MANAGEMENTQ Service code 28 445 PARK AVENUE, 10TH FL. · NEW YORK, NY 10022 | Investment Management | $345,344 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $313,397 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $214,006 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC Service code 28 · EIN 52-1940739 | Investment Management | $150,427 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 23-2981986 | Investment Management | $120,658 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 19 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94104 | Securities Custodian | $115,093 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -4.87% | 6.13%-11.0pp | 4.74%-9.6pp | 9.19%-14.1pp |
| Employer contribution / active EE | $18,268 | $10,206+79.0% | $36,089-49.4% | $12,608+44.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |