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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO INVESTORS, INC Service code 28 · EIN 13-4044521 | Investment Management | $481,602 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $417,005 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $363,546 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $339,938 |
NORTHERN TRUST COMPANY4+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $152,243 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $128,382 |
PINNACLE ASSOCIATES LTD3 years Service code 25 · EIN 13-3220717 | Directed Trustee | $106,615 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT STRATEGIES Service code 17 · EIN 43-1708520 | Pension Consulting | $105,000 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP, INC. Service code 28 · EIN 36-7205063 | Investment Management | $99,206 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 22-2370029 | Investment Management | $73,665 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | 1.95% | -4.35%+6.3pp | 4677.09%-4675.1pp | 0.19%+1.8pp |
| Employer contribution / active EE | $0 | $11,736-100.0% | $49,501-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |