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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN4+ years Service code 28 · EIN 13-5521910 | Investment Management | $316,366 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $191,553 |
FOUNDRY PARTNERS2 years Service code 28 · EIN 46-1184506 | Investment Management | $168,179 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 13-3257590 | Investment Management | $135,601 |
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $127,500 |
LYRICAL ASSET MANAGEMENT1 year Service code 28 250 WEST 55TH, 37TH FLOOR · NEW YORK, NY 10019 | Investment Management | $120,994 |
MANNING & NAPIER4+ years Service code 28 · EIN 45-3328488 | Investment Management | $112,286 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $106,706 |
COLUMBUS CIRCLE INVESTORS4+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 13-3441483 | Investment Management | $88,742 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 | Investment Management | $78,348 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.21% | 2.02%-7.2pp | -752.26%+747.0pp | 33.37%-38.6pp |
| Employer contribution / active EE | $10,969 | $12,422-11.7% | $31,802-65.5% | $11,253-2.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |