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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 22-2772200 | Investment Management | $408,722 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $170,911 |
MICHAEL E BURNS2+ years Service code 30 · EIN 23-6406511 | Employee (plan); Direct payment from ... | $151,056 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $94,793 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $91,695 |
RBC WEALTH MANAGEMENT2+ years Service code 28 · EIN 41-1416330 | Investment Management | $81,576 |
Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $73,698 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $73,155 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $70,000 |
PNC BANK, N.A.2+ years Filed as: PNC BANK N.A. Service code 19 · EIN 22-1146430 | Securities Custodian | $69,893 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.13% | 11.78%+1.3pp | 8.32%+4.8pp | 23.90%-10.8pp |
| Employer contribution / active EE | $31,893 | $11,309+182.0% | $30,793+3.6% | $16,539+92.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |