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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $252,231 |
MICHAEL E BURNS10+ years Service code 30 · EIN 23-6406511 | Employee (plan); Direct payment from ... | $250,897 |
WALTER SCOTT & PARTNERS LIMITED10+ years Service code 28 · EIN 98-0465834 | Investment Management | $154,729 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $151,228 |
SEI INVESTMENTS10+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $106,138 |
FIERA CAPITAL9 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $96,884 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $89,734 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $85,962 |
KAITLYN AZOFEIFA3 years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $81,731 |
NEWTOWER TRUST COMPANY10+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $78,892 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.32% | 8.62%-3.3pp | 8.99%-3.7pp | 10.52%-5.2pp |
| Employer contribution / active EE | $40,042 | $14,400+178.1% | $25,171+59.1% | $15,140+164.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |