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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSETT MANAGEMENT Service code 28 · EIN 05-0530199 | Investment Management | $682,686 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $518,930 |
LSV ASSET MANAGEMENT3 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $285,103 |
TIC INTERNATIONAL CORPORATION4+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $266,837 |
Filed as: US REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $265,094 |
Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $249,181 |
ULLICO3 years Service code 28 · EIN 13-1423090 | Investment Management | $229,072 |
AJO4+ years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $214,785 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF Service code 28 · EIN 81-1138441 | Investment Management | $214,785 |
ARNOLD & KADJAN3 years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON Service code 29 · EIN 43-1174269 | Legal | $213,070 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.19% | 2.02%-6.2pp | -752.26%+748.1pp | 33.37%-37.6pp |
| Employer contribution / active EE | $9,703 | $12,422-21.9% | $31,802-69.5% | $11,253-13.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |