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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 05-0530199 | Investment Management | $715,358 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $505,970 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $466,319 |
Filed as: SIGULER GUFF Service code 28 · EIN 81-1138441 | Investment Management | $427,798 |
AJO3+ years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $275,037 |
Filed as: SIT Service code 28 · EIN 41-1404829 | Investment Management | $265,524 |
LSV ASSET MANAGEMENT2 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $260,266 |
ULLICO2 years Service code 28 · EIN 13-1423090 | Investment Management | $214,544 |
ARNOLD & KADJAN2 years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON Service code 29 · EIN 43-1174269 | Legal | $206,521 |
Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $156,804 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.18% | 12.33%-0.1pp | 8.32%+3.9pp | 17.84%-5.7pp |
| Employer contribution / active EE | $15,678 | $11,641+34.7% | $30,793-49.1% | $14,688+6.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |