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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP3+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $225,288 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON ST · CHICAGO, IL 60602 | Investment Management | $220,615 |
ADVISORY RESEARCH3+ years Service code 28 · EIN 36-2831881 | Investment Management | $50,905 |
HUNTINGTON NATIONAL BANK3+ years Service code 13 · EIN 13-0966785 | Contract Administrator | $34,854 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 ONE OFFICE SQUARE · BOSTON, MA 02101 | Investment Management | $25,091 |
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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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 14.48% | 14.20%+0.3pp | 11.12%+3.4pp | 23.90%-9.4pp |
| Employer contribution / active EE | $11,796 | $28,371-58.4% | $22,651-47.9% | $16,539-28.7% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |