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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $153,422 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 225 EAST MASON STREET · MILWAUKEE, WI 53202 | Investment Management | $121,478 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MGT. Service code 27 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS, FL 44 · NEW YORK, NY 10020 | Advisory (Plan) | $100,083 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $66,993 |
DODGE & COX1+ years Filed as: DODGE & COX INTERNATIONAL Service code 27 · EIN 94-1441976 | Advisory (Plan) | $62,105 |
BAIRD FUNDS1+ years Filed as: BAIRD FUNDS INC.C/O U.S. BANCORP FU Service code 28 615 E MICHIGAN STREET, THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $41,288 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $37,576 |
MEPT1+ years Filed as: MEPT-NEWTOWER Service code 27 · EIN 52-6218800 700 13TH ST. NW, SUITE 1150 · WASHINGTON, DC 20005 | Advisory (Plan) | $33,456 |
PFM ADVISORS1+ years Service code 27 · EIN 22-2393763 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD INSTITUTION INVESTOR SERVI Service code 27 · EIN 23-7825314 PO BOX 7800 · PHILADELPHIA, PA 19101 | Advisory (Plan) | $20,365 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.96% | 0.68%-1.6pp | -1.61%+0.7pp | -0.60%-0.4pp |
| Employer contribution / active EE | $9,339 | $10,568-11.6% | $30,840-69.7% | $12,272-23.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |