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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $1,514,739 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 270 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $816,133 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 · EIN 56-1557450 | Investment Management | $428,257 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $415,894 |
DWS FUNDS3 years Filed as: RREEF MANAGEMENT LLC Service code 28 · EIN 58-2364506 | Investment Management | $378,138 |
Filed as: MESIROW INSURANCE SERVICE, INC Service code 22 · EIN 36-3429604 | Insurance Broker | $286,051 |
VICTORY3 years Filed as: VICTORY SOPHUS EMERGING MARKETS Service code 28 | Investment Management | $180,763 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $180,710 |
Filed as: W. JORDAN Service code 30 · EIN 36-6492502 | Employee (plan) | $163,732 |
J. WITT6+ years Service code 14 · EIN 36-6492502 | Plan Administrator | $162,358 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 9.73% | 5230.06%-5220.3pp | 10.57%-0.8pp | 5230.06%-5220.3pp |
| Employer contribution / active EE | $27,750 | $10,491+164.5% | $29,483-5.9% | $10,491+164.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $150-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |