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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 22-2772200 | Investment Management | $237,625 |
MICHAEL E BURNS9+ years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $237,408 |
WALTER SCOTT & PARTNERS LIMITED9+ years Service code 28 · EIN 98-0465834 | Investment Management | $161,914 |
RBC WEALTH MANAGEMENT9+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $149,041 |
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $110,308 |
SEI INVESTMENTS9+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $95,806 |
FIERA CAPITAL8 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $95,710 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $84,866 |
NEWTOWER TRUST COMPANY9+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $80,811 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $80,082 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 2.91% | 11.08%-8.2pp | 8.10%-5.2pp | 8.76%-5.8pp |
| Employer contribution / active EE | $38,374 | $13,910+175.9% | $28,665+33.9% | $16,650+130.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |