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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP4+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $232,717 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON ST · CHICAGO, IL 60602 | Investment Management | $181,273 |
ADVISORY RESEARCH4+ years Service code 28 · EIN 36-2831881 | Investment Management | $52,850 |
HUNTINGTON NATIONAL BANK4+ years Service code 13 · EIN 13-0966785 | Contract Administrator | $46,647 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 ONE OFFICE SQUARE · BOSTON, MA 02101 | Investment Management | $26,592 |
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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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -6.31% | -5.24%-1.1pp | -6.55%+0.2pp | 0.19%-6.5pp |
| Employer contribution / active EE | $9,600 | $21,507-55.4% | $21,653-55.7% | $13,763-30.2% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |