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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $19,180,329 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $616,570 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $573,095 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $419,065 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON PC Service code 29 · EIN 43-1174269 | Legal | $284,557 |
SIT INVESTMENT ASSOCIATES1+ years Filed as: SIT INVESTMENT ASSOCIATES INC Service code 28 · EIN 41-1404829 | Investment Management | $249,702 |
AJO1+ years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $238,370 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $237,197 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED ASSET MANAGEMENT Service code 28 · EIN 48-1106973 | Investment Management | $181,794 |
CHEIRON1+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $162,710 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.83% | 1.36%+0.5pp | -1.61%+3.4pp | 1.67%+0.2pp |
| Employer contribution / active EE | $7,417 | $10,832-31.5% | $30,840-76.0% | $10,506-29.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |