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| Provider | Service type | Compensation |
|---|---|---|
DREMAN VALUE MANAGEMENT, LLC10+ years Service code 28 · EIN 22-3499132 | Investment Management | $132,336 |
FOUNDRY PARTNERS10+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $128,617 |
ULLICO2 years Service code 28 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $114,193 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $78,611 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $75,410 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $66,435 |
ANDCO CONSULTING8 years Service code 28 · EIN 59-3676225 | Investment Management | $65,000 |
TIFFANY MILLER3 years Filed as: TIFFANY CLARKE Service code 30 · EIN 34-0553590 | Employee (plan) | $64,037 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $62,355 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $56,667 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.09% | 8.04%+2.1pp | 9.14%+0.9pp | 8.76%+1.3pp |
| Employer contribution / active EE | $17,462 | $10,583+65.0% | $40,523-56.9% | $16,650+4.9% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |