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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $203,601 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 225 EAST MASON STREET · MILWAUKEE, WI 53202 | Investment Management | $146,797 |
ROTHSCHILD ASSET MANAGEMENT5+ 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) | $114,138 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $77,284 |
Filed as: WCM INVESTMENT MNAGEMENT Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $72,043 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $63,183 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $50,878 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 27 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Advisory (Plan) | $50,035 |
BAIRD FUNDS5+ 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 | $44,603 |
MEPT5+ years Filed as: MEPT-NEWTOWER Service code 27 · EIN 52-6218800 700 13TH ST. NW, SUITE 1150 · WASHINGTON, DC 20005 | Advisory (Plan) | $44,217 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 18.42% | 10.27%+8.1pp | 10.56%+7.9pp | 53.27%-34.8pp |
| Employer contribution / active EE | $12,292 | $12,273+0.2% | $30,197-59.3% | $14,774-16.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |