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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $235,828 |
MARQUETTE ASSOCIATES3 years Service code 16 · EIN 36-3485298 | Consulting | $225,000 |
LARRY MAGARIK, ESQ5+ years Filed as: LARRY MITCHELL Service code 14 · EIN 36-2164320 | Plan Administrator | $209,828 |
LSV ASSET MANAGEMENT2 years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $191,713 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $163,669 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $128,531 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $110,803 |
Service code 29 · EIN 52-1958229 | Legal | $96,898 |
CARRIE PARAGON5+ years Service code 30 · EIN 36-2164320 | Employee (plan) | $95,685 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $94,023 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $442,758-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 85.0%-85.0pp | - |
| Annual return | -5.73% | -3.15%-2.6pp | 57.90%-63.6pp | -3.15%-2.6pp |
| Employer contribution / active EE | $0 | $0 | $20,141-100.0% | - |
| Participant deferral / active EE | $2,539 | $2,5390% | $16,285-84.4% | $2,5390% |
| Admin fee / account holder | $0 | $0 | $9,773-100.0% | - |