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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN5+ years Service code 28 · EIN 13-5521910 | Investment Management | $331,725 |
FOUNDRY PARTNERS3 years Service code 28 · EIN 46-1184506 | Investment Management | $164,874 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 | Investment Management | $140,435 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $137,835 |
ANDCO CONSULTING3 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $127,500 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $126,632 |
LYRICAL ASSET MANAGEMENT2 years Service code 28 250 WEST 55TH, 37TH FLOOR · NEW YORK, NY 10019 | Investment Management | $125,306 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 41-1788385 | Investment Management | $88,159 |
MANNING & NAPIER5+ years Service code 28 · EIN 45-3328488 | Investment Management | $69,168 |
COWDEN ASSOCIATES, INC.5+ years Filed as: COWDEN & ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $58,341 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.63% | 12.20%+4.4pp | 10.56%+6.1pp | 21.83%-5.2pp |
| Employer contribution / active EE | $11,345 | $12,801-11.4% | $30,199-62.4% | $12,237-7.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |