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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 | Investment Management | $677,382 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORP Service code 13 · EIN 41-0956552 | Contract Administrator | $476,569 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $414,129 |
Service code 28 · EIN 13-3855629 | Investment Management | $306,635 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $272,430 |
LSV ASSET MANAGEMENT5 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $257,788 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $248,061 |
ULLICO5 years Service code 28 · EIN 13-1423090 | Investment Management | $232,437 |
Filed as: ARONSON JOHNSON ORTIZ LP Service code 28 230 SOUTH BROAD STREET, 20TH FLOOR · PHILADELPHIA, PA 19102 | Investment Management | $199,847 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $190,127 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.47% | 6.82%+4.6pp | 8.01%+3.5pp | 12.86%-1.4pp |
| Employer contribution / active EE | $8,383 | $12,695-34.0% | $29,476-71.6% | $13,687-38.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |