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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $484,312 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVST.CO (WALTER SCOTT) Service code 28 | Investment Management | $390,173 |
Service code 29 · EIN 36-3382789 | Legal | $380,650 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $349,179 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $290,000 |
Filed as: BARROW HANLEY, MEWHINNEY & STRAUSS, Service code 28 · EIN 75-2403190 | Investment Management | $237,857 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $229,771 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGT CO., LLC Service code 28 · EIN 33-0629048 | Investment Management | $216,744 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $181,565 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES,LLC Service code 28 · EIN 20-0292745 | Investment Management | $138,016 |
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Employer contribution per participant 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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.24% | 17.84%-5.6pp | 10.66%+1.6pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,536 | $14,688-82.7% | $30,880-91.8% | $14,688-82.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |