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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 05-0530199 | Investment Management | $747,733 |
WILSON-MCSHANE CORPORATION4 years Filed as: WILSON MCSHANE CORP Service code 13 · EIN 41-0956552 | Contract Administrator | $582,984 |
Service code 28 · EIN 95-2705767 | Investment Management | $498,553 |
ULLICO7 years Service code 28 · EIN 13-1423090 | Investment Management | $373,944 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE Service code 28 · EIN 95-4833644 | Investment Management | $363,879 |
LSV ASSET MANAGEMENT7 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $292,665 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $284,784 |
SIGULER GUFF ADVISERS, LLC3 years Service code 28 · EIN 13-3855629 | Investment Management | $255,481 |
Filed as: GW&K Service code 28 · EIN 80-0250512 | Investment Management | $253,519 |
Filed as: STEPSTONE Service code 28 100 PAINTERS MILL ROAD, STE 700 · OWINGS MILL, MD 21117 | Investment Management | $247,977 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -13.29% | -14.80%+1.5pp | -5.85%-7.4pp | -14.80%+1.5pp |
| Employer contribution / active EE | $7,206 | $8,996-19.9% | $31,839-77.4% | $8,996-19.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |