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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 22-2772200 | Investment Management | $434,940 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Service code 28 · EIN 01-0614895 | Investment Management | $176,469 |
RBC WEALTH MANAGEMENT3+ years Service code 28 · EIN 41-1416330 | Investment Management | $153,396 |
MICHAEL E BURNS3+ years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $152,113 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $145,487 |
WALTER SCOTT & PARTNERS LIMITED3+ years Service code 28 · EIN 98-0465834 | Investment Management | $136,093 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $101,741 |
FIERA CAPITAL2 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $100,541 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $70,000 |
PNC BANK, N.A.3+ years Filed as: PNC BANK N.A. Service code 19 · EIN 22-1146430 | Securities Custodian | $69,658 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 30.52% | 4.25%+26.3pp | -752.26%+782.8pp | 0.19%+30.3pp |
| Employer contribution / active EE | $32,373 | $11,906+171.9% | $31,802+1.8% | $13,763+135.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |