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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING Service code 28 100 PAINTERS MILL ROAD, STE 700 · OWINGS MILL, MD 21117 | Investment Management | $1,737,576 |
LAZARD ASSET MANAGEMENT7+ years Service code 28 · EIN 05-0530199 | Investment Management | $892,518 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON MCSHANE CORP Service code 13 · EIN 41-0956552 | Contract Administrator | $549,095 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $428,234 |
SIGULER GUFF ADVISERS, LLC2 years Service code 28 · EIN 13-3855629 | Investment Management | $421,409 |
Filed as: ARISTOTLE Service code 28 · EIN 95-4833644 | Investment Management | $365,533 |
LSV ASSET MANAGEMENT6 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $314,650 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $310,375 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $266,179 |
ENTRUST PARTNERS OFFSHORE LP6 years Filed as: ENTRUST Service code 28 · EIN 90-0644478 | Investment Management | $255,878 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 16.02% | 19.37%-3.3pp | 11.08%+4.9pp | 15.63%+0.4pp |
| Employer contribution / active EE | $8,523 | $13,107-35.0% | $28,418-70.0% | $11,476-25.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |