Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 2,361 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROGRESS INVESTMENT MGMT CO LLC Service code 28 · EIN 86-1105498 | Investment Management | $785,456 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $736,227 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $503,260 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $458,239 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $384,445 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $311,745 |
LEGAL & GENERAL INVESTMENT2+ years Service code 28 · EIN 20-8058531 | Investment Management | $206,377 |
ARIEL INVESTMENTS, LLC2+ years Filed as: ARIEL CAPITAL MANAGEMENT, LLC Service code 28 · EIN 02-0712418 | Investment Management | $134,672 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $126,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 10.79% | 6.13%+4.7pp | 4.74%+6.1pp | 9.19%+1.6pp |
| Employer contribution / active EE | $2,308 | $10,206-77.4% | $36,089-93.6% | $12,608-81.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |