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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $212,763 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON ST · CHICAGO, IL 60602 | Investment Management | $166,594 |
HUNTINGTON NATIONAL BANK1+ years Service code 13 · EIN 31-0966785 | Contract Administrator | $84,802 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 ONE OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $22,811 |
ADVISORY RESEARCH1+ years Service code 28 · EIN 36-2831881 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -2.64% | -1.64%-1.0pp | 16.23%-18.9pp | -0.60%-2.0pp |
| Employer contribution / active EE | $9,391 | $19,166-51.0% | $17,605-46.7% | $12,272-23.5% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |