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| Provider | Service type | Compensation |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP2+ years Service code 28 · EIN 02-0431934 | Investment Management | $549,290 |
Service code 13 · EIN 43-0688695 | Contract Administrator | $484,963 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $384,550 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $299,325 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $289,160 |
CAPITAL DYNAMICS2+ years Service code 28 2550 SAN HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $225,000 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $207,748 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 BNY MELLON CENTER · BOSTON, MA 02108 | Investment Management | $196,896 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE, 21ST FLOOR · MILWAUKEE, WI 53202 | Investment Management | $154,375 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 28 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $140,631 |
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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 | 11.58% | 12.92%-1.3pp | 10.36%+1.2pp | 17.84%-6.3pp |
| Employer contribution / active EE | $10,350 | $14,070-26.4% | $37,738-72.6% | $14,688-29.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |