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| Provider | Service type | Compensation |
|---|---|---|
D.L. CARLSON INVESTMENT GROUP3+ years Service code 28 · EIN 02-0431934 | Investment Management | $911,680 |
Service code 13 · EIN 43-0688695 | Contract Administrator | $532,487 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $480,431 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $311,509 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE, 21ST FLOOR · MILWAUKEE, WI 53202 | Investment Management | $230,405 |
CAPITAL DYNAMICS3+ years Service code 28 2550 SAN HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $225,000 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $214,440 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY Service code 28 BNY MELLON CENTER · BOSTON, MA 02108 | Investment Management | $214,250 |
Service code 28 · EIN 61-1774502 | Investment Management | $194,234 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 28 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $191,644 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.24% | -0.94%+11.2pp | -2.18%+12.4pp | 33.37%-23.1pp |
| Employer contribution / active EE | $10,433 | $12,464-16.3% | $38,751-73.1% | $11,253-7.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |