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| Provider | Service type | Compensation |
|---|---|---|
RIVER ROAD ASSET MANAGEMENT2+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $84,814 |
S. REEVES2+ years Service code 14 · EIN 36-6522619 | Plan Administrator | $63,829 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $62,808 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $55,187 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $47,663 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $45,981 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $41,586 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $41,069 |
T. WEYDEMAN2+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $32,449 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 7.00% | 3.81%+3.2pp | 4.07%+2.9pp | 7.18%-0.2pp |
| Employer contribution / active EE | $5,317 | $14,300-62.8% | $36,235-85.3% | $13,095-59.4% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |