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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 05-0530199 | Investment Management | $622,303 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $531,627 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $424,064 |
SIT INVESTMENT ASSOCIATES2+ years Filed as: SIT INVESTMENT ASSOCIATES INC Service code 28 · EIN 41-1404829 | Investment Management | $250,651 |
AJO2+ years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $236,877 |
ARNOLD & KADJAN1 year Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON Service code 29 · EIN 43-1174269 | Legal | $217,296 |
LSV ASSET MANAGEMENT1 year Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $216,516 |
ULLICO1 year Service code 28 · EIN 13-1423090 | Investment Management | $203,794 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED ASSET MANAGEMENT Service code 28 · EIN 48-1106973 | Investment Management | $179,052 |
Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $177,494 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.32% | 3.63%+1.7pp | 4.16%+1.2pp | 9.19%-3.9pp |
| Employer contribution / active EE | $7,619 | $11,363-33.0% | $29,966-74.6% | $12,608-39.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |