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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 22-2772200 | Investment Management | $350,993 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $164,751 |
MICHAEL E BURNS1+ years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $133,113 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $85,231 |
RBC WEALTH MANAGEMENT1+ years Service code 28 · EIN 41-1416330 | Investment Management | $80,113 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 | Investment Management | $77,199 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $75,524 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $64,705 |
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $61,367 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $58,188 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.92% | 3.49%-4.4pp | 4.16%-5.1pp | 7.18%-8.1pp |
| Employer contribution / active EE | $30,226 | $11,083+172.7% | $29,966+0.9% | $13,095+130.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |