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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,470,124 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $466,434 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $436,983 |
DWS FUNDS2 years Filed as: RREEF MANAGEMENT LLC Service code 28 · EIN 58-2364506 | Investment Management | $410,327 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 270 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $344,548 |
Filed as: MESIROW INSURANCE SERVICE, INC Service code 22 · EIN 36-3429604 | Insurance Broker | $270,527 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $183,140 |
VICTORY2 years Filed as: VICTORY SOPHUS EMERGING MARKETS Service code 28 | Investment Management | $172,001 |
Filed as: W. JORDAN Service code 30 · EIN 36-6492502 | Employee (plan) | $162,468 |
J. WITT5+ years Service code 14 · EIN 36-6492502 | Plan Administrator | $162,194 |
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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 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 13.72% | 1023.85%-1010.1pp | 16.32%-2.6pp | 1023.85%-1010.1pp |
| Employer contribution / active EE | $27,022 | $11,605+132.8% | $31,806-15.0% | $11,605+132.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $211-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |