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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 22-2772200 | Investment Management | $257,871 |
MICHAEL E BURNS8+ years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $228,962 |
RBC WEALTH MANAGEMENT8+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $146,584 |
WALTER SCOTT & PARTNERS LIMITED8+ years Service code 28 · EIN 98-0465834 | Investment Management | $145,186 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Service code 28 · EIN 01-0614895 | Investment Management | $103,522 |
FIERA CAPITAL7 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $101,804 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $100,000 |
NEWTOWER TRUST COMPANY8+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $92,741 |
SEI INVESTMENTS8+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $85,547 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $81,250 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 12.44% | 7.15%+5.3pp | 20.18%-7.7pp | 37.74%-25.3pp |
| Employer contribution / active EE | $34,042 | $13,270+156.5% | $29,108+17.0% | $15,788+115.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |