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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN Service code 27 | Advisory (Plan) | $2,110,662 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $2,025,601 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,388,119 |
Filed as: MIDWEST INSTITUTIONAL TRUST Service code 19 · EIN 93-1799133 | Securities Custodian | $491,903 |
WEDGE CAPITAL MANAGEMENT7 years Service code 28 · EIN 56-1557450 | Investment Management | $487,715 |
DWS FUNDS7 years Filed as: RREEF MANAGEMENT LLC Service code 28 · EIN 58-2364506 | Investment Management | $427,618 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES CORE PLUS Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $320,309 |
Filed as: PARAMETRIC DEFENSE EQUITY FUND LLC Service code 28 · EIN 20-0292745 | Investment Management | $277,963 |
BOSTON TRUST WALDEN COMPANY10+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $263,196 |
PEDERSEN & HOUPT1 year Service code 29 | Legal | $249,221 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.93% | 8.48%+0.4pp | 10.53%-1.6pp | 8.48%+0.4pp |
| Employer contribution / active EE | $32,869 | $9,949+230.4% | $26,797+22.7% | $9,949+230.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $122-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |