| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,045,041 |
WILLIAM BLAIR4+ years Service code 28 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $1,037,136 |
NB ALTERNATIVES ADVISERS LLC3 years Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $1,018,728 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4069430 | Investment Mgmt Fees | $895,030 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES, & COMPANY LP Service code 28 · EIN 20-8080381 | Investment Management | $835,121 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $592,523 |
DEARBORN PARTNERS4+ years Filed as: DEARBORN PARTNERS LLC Service code 51 · EIN 36-4145621 | Investment Mgmt Fees | $568,984 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $542,895 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 51 · EIN 65-0080824 | Investment Mgmt Fees | $478,767 |
Filed as: SCHRODERS Service code 51 7 BRYANT PARK · NEW YORK, NY 10018 | Investment Mgmt Fees | $454,573 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 2.20% | 24.48%-22.3pp | 10.56%-8.4pp | 24.48%-22.3pp |
| Employer contribution / active EE | $20,834 | $9,418+121.2% | $30,199-31.0% | $9,418+121.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |