| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 510 FIRST AVENUE NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $851,715 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $836,804 |
NEUMEIER POMA INV. COUNSEL3 years Service code 28 · EIN 77-0217352 | Investment Management | $804,158 |
SCOUT INVESTMENTS, INC.6+ years Service code 28 · EIN 43-1925734 | Investment Management | $734,742 |
NUANCE INVESTMENTS2 years Service code 28 · EIN 26-3649176 | Investment Management | $652,551 |
CONGRESS ASSET MANAGEMENT4 years Service code 28 · EIN 04-2848965 | Investment Management | $609,818 |
MONETARY MANAGEMENT GROUP, INC.6+ years Filed as: MONETARY MANAGEMENT GROUP, INC Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DR. · ST. LOUIS, MO 63021 | Investment Management | $586,252 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $578,649 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $545,273 |
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $535,310 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 30.48% | 19.39%+11.1pp | 8.95%+21.5pp | 19.39%+11.1pp |
| Employer contribution / active EE | $15,152 | $8,446+79.4% | $46,559-67.5% | $8,446+79.4% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |