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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 05-0530199 | Investment Management | $719,591 |
Filed as: WILSON MCSHANE CORP Service code 13 · EIN 41-0956552 | Contract Administrator | $484,650 |
SIGULER GUFF ADVISERS, LLC3 years Filed as: SIGULER GUFF Service code 28 · EIN 81-1138441 | Investment Management | $430,600 |
AJO5+ years Filed as: AJO LP Service code 28 · EIN 23-2312104 | Investment Management | $417,928 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $401,420 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $291,726 |
LSV ASSET MANAGEMENT4 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $276,219 |
ULLICO4 years Service code 28 · EIN 13-1423090 | Investment Management | $244,655 |
Filed as: US REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $241,396 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $176,470 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.95% | 12.20%+6.8pp | 10.56%+8.4pp | 21.83%-2.9pp |
| Employer contribution / active EE | $7,359 | $12,801-42.5% | $30,199-75.6% | $12,237-39.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |