| Provider | Service type | Compensation |
|---|---|---|
NEUMEIER POMA INV. COUNSEL2 years Service code 28 · EIN 77-0217352 | Investment Management | $802,852 |
SCOUT INVESTMENTS, INC.5+ years Service code 28 · EIN 43-1925734 | Investment Management | $757,980 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS PTY LTD. C/O IFM INV. Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $609,727 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $570,779 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 510 FIRST AVENUE NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $553,946 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $550,894 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $502,733 |
COMMERCE BANK4 years Filed as: COMMERCE BANK OF ST. LOUIS TRUST DI Service code 19 · EIN 43-6026325 | Securities Custodian | $467,845 |
CORTLAND ASSOCIATES5+ years Service code 28 · EIN 43-1504890 | Investment Management | $408,430 |
CONGRESS ASSET MANAGEMENT3 years Service code 28 · EIN 04-2848965 | Investment Management | $342,870 |
Annual investment return 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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -7.48% | 5230.06%-5237.5pp | 9.52%-17.0pp | 5230.06%-5237.5pp |
| Employer contribution / active EE | $15,574 | $10,491+48.5% | $41,951-62.9% | $10,491+48.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |