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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 10 · EIN 04-1867445 | Accounting | $677,640 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 51 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Mgmt Fees | $650,418 |
AMERICAN REALTY ADVISORS1 year Service code 27 | Advisory (Plan) | $440,774 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 | Direct Payment | $348,000 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 51 | Investment Mgmt Fees | $332,837 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $328,954 |
INVESCO2+ years Filed as: INVESCO, INC Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $328,068 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $162,458 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $161,208 |
REAMS ASSET MANAGEMENT2+ years Filed as: REAMS ASSET MGMT Service code 51 | Investment Mgmt Fees | $157,769 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.65% | 12.92%-1.3pp | 10.36%+1.3pp | 17.84%-6.2pp |
| Employer contribution / active EE | $12,231 | $14,070-13.1% | $37,738-67.6% | $14,688-16.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |