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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $1,393,690 |
RIDGEWORTH9+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,265,058 |
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $1,037,003 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 51 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $1,032,245 |
HARDING LOEVNER LP9+ years Service code 28 · EIN 27-0684167 | Investment Management | $929,653 |
LSV ASSET MANAGEMENT5 years Service code 28 · EIN 23-2772200 | Investment Management | $709,912 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT ADVISERS Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $635,889 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $575,760 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $506,061 |
NATIONAL INVESTMENT SERVICES8 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 84-3937993 | Investment Management | $505,170 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 4.76% | 8.48%-3.7pp | 10.53%-5.8pp | 8.48%-3.7pp |
| Employer contribution / active EE | $28,329 | $9,949+184.8% | $26,797+5.7% | $9,949+184.8% |
| Participant deferral / active EE | $24 | $734-96.7% | $122-80.4% | $734-96.7% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |