| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC4 years Service code 28 · EIN 23-2962336 | Investment Management | $1,406,104 |
NEUMEIER POMA INV. COUNSEL4 years Service code 28 · EIN 77-0217352 | Investment Management | $1,168,823 |
SCOUT INVESTMENTS, INC.1 year Filed as: SCOUT INVESTMENTS, INC Service code 28 · EIN 43-1925734 | Investment Management | $941,832 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $719,290 |
NUANCE INVESTMENTS3 years Service code 28 · EIN 26-3649176 | Investment Management | $623,550 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $543,575 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $524,624 |
COMMERCE BANK1 year Filed as: COMMERCE BANK OF ST. LOUIS TRUST Service code 19 · EIN 43-6026325 | Securities Custodian | $500,816 |
MONETARY MANAGEMENT GROUP, INC.7+ years Filed as: MONETARY MANAGEMENT GROUP, INC Service code 28 · EIN 43-1581414 | Investment Management | $397,691 |
Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 49 25 EAST ERIE STREET · CHICAGO, IL 60661 | Other Services | $338,540 |
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 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -11.27% | -14.80%+3.5pp | -3.21%-8.1pp | -14.80%+3.5pp |
| Employer contribution / active EE | $15,588 | $8,996+73.3% | $46,051-66.1% | $8,996+73.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |