| Provider | Service type | Compensation |
|---|---|---|
PINNACLE ASSET MANAGEMENT LP1+ years Service code 52 | Indirect Investment Fees | $786,679 |
WILLIAM BLAIR1+ years Service code 28 · EIN 36-2214610 | Investment Management | $751,338 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4069430 | Investment Mgmt Fees | $643,575 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $572,257 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES, & COMPANY LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $537,388 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 51 · EIN 65-0080824 | Investment Mgmt Fees | $478,205 |
DYAL III PENSION INVESTORS LP1+ years Service code 52 605 THIRD AVE. · NEW YORK, NY 10158 | Indirect Investment Fees | $423,033 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $402,863 |
DEARBORN PARTNERS1+ years Filed as: DEARBORN PARTNERS LLC Service code 51 · EIN 36-4145621 | Investment Mgmt Fees | $351,329 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $295,735 |
Annual investment return 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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | -0.45% | 10.64%-11.1pp | 4.16%-4.6pp | 10.64%-11.1pp |
| Employer contribution / active EE | $17,734 | $11,561+53.4% | $29,966-40.8% | $11,561+53.4% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |