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| Provider | Service type | Compensation |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP1+ years Service code 28 · EIN 02-0431934 | Investment Management | $855,178 |
Service code 13 · EIN 43-0688695 | Contract Administrator | $493,395 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $348,906 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $327,341 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $258,935 |
CAPITAL DYNAMICS1+ years Service code 28 2550 SAN HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $225,000 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY Service code 28 BNY MELLON CENTER · BOSTON, MA 02108 | Investment Management | $195,404 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE, 21ST FLOOR · MILWAUKEE, WI 53202 | Investment Management | $154,314 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $122,236 |
HAMMOND AND SHINNERS, P.C.1+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1164305 | Legal | $117,587 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -0.63% | 6.13%-6.8pp | 4.74%-5.4pp | 9.19%-9.8pp |
| Employer contribution / active EE | $10,120 | $10,206-0.8% | $36,089-72.0% | $12,608-19.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |