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| Provider | Service type | Compensation |
|---|---|---|
RIVER ROAD ASSET MANAGEMENT1+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $94,495 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $64,991 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $63,378 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $62,517 |
S. REEVES1+ years Service code 14 · EIN 36-6522619 | Plan Administrator | $58,622 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $45,338 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $44,300 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $43,057 |
F. CABRALES1+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $28,778 |
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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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -3.13% | -1.96%-1.2pp | -2.79%-0.3pp | -0.60%-2.5pp |
| Employer contribution / active EE | $6,863 | $11,651-41.1% | $39,327-82.5% | $12,272-44.1% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |