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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $496,359 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $391,665 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $292,413 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INV. MANAGEMENT LLC Service code 21 · EIN 47-2614791 | Bank Trustee | $277,599 |
GREGORIO MARCO2+ years Service code 29 · EIN 36-4028033 | Legal | $239,431 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $187,688 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $166,953 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS TRUST COMPANY Service code 21 · EIN 13-4165352 | Bank Trustee | $151,276 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $129,198 |
Filed as: JOSEPH OHM Service code 14 · EIN 36-2141153 | Plan Administrator | $122,472 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.64% | 12.92%-0.3pp | 10.36%+2.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $19,117 | $14,070+35.9% | $37,738-49.3% | $14,688+30.2% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |