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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 499 PARK AVE 17 · NEW YORK, NY 10022 | Investment Management | $889,033 |
AMERICAN REALTY ADVISORS5 years Service code 27 · EIN 95-4871432 | Advisory (Plan) | $531,778 |
WILSON-MCSHANE CORPORATION6+ years Filed as: WILSON MCSHANE Service code 50 · EIN 41-0956552 | Direct Payment | $391,400 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $358,628 |
LSV ASSET MANAGEMENT6+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $287,126 |
REAMS ASSET MANAGEMENT6+ years Filed as: REAMS ASSET MGMT Service code 51 | Investment Mgmt Fees | $216,095 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $174,160 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $173,473 |
ARNOLD & KADJAN6+ years Filed as: ARNOLD NEWBOLD WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $164,414 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MGMT CO. Service code 51 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $137,425 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 35.31% | 12.07%+23.2pp | 8.95%+26.4pp | 15.63%+19.7pp |
| Employer contribution / active EE | $13,478 | $9,481+42.1% | $46,559-71.1% | $11,476+17.4% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |