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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION8+ years Service code 10 · EIN 13-2600875 | Accounting | $943,525 |
MEKETA INVESTMENT GROUP8+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $527,382 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 38-1971448 | Investment Management | $327,976 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 90-6149946 | Investment Management | $248,325 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMETN Service code 28 · EIN 05-0530199 | Investment Management | $220,116 |
WILLIAM BLAIR8+ years Service code 28 · EIN 27-6331814 | Investment Management | $206,376 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $163,043 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $146,302 |
WRIGHT INVESTORS SERVICE4 years Filed as: WRIGHT INVESTORS SERVICES Service code 28 · EIN 06-0700978 | Investment Management | $139,054 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET STREET, 32FLR · PHILADELPHIA, PA 19103 | Investment Management | $136,205 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 5.06% | 33.11%-28.0pp | 20.18%-15.1pp | 33.11%-28.0pp |
| Employer contribution / active EE | $7,168 | $9,000-20.4% | $29,108-75.4% | $9,000-20.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |