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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $1,614,360 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 | Investment Management | $518,679 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 | Investment Management | $449,029 |
DWS FUNDS1 year Filed as: RREEF MANAGEMENT LLC Service code 28 · EIN 58-2364506 | Investment Management | $385,268 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 270 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $325,988 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $287,378 |
Filed as: MESIROW INSURANCE SERVICE, INC Service code 22 · EIN 36-3429604 | Insurance Broker | $273,065 |
Filed as: PYRFORD INTERNATIONAL STOCK FUND Service code 28 | Investment Management | $256,551 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $175,488 |
J. WITT4+ years Service code 14 · EIN 36-6492502 | Plan Administrator | $165,834 |
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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 | $0 | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -7.72% | 73.13%-80.9pp | -0.70%-7.0pp | 73.13%-80.9pp |
| Employer contribution / active EE | $25,242 | $8,421+199.7% | $28,903-12.7% | $8,421+199.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $148-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | - |