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| Provider | Service type | Compensation |
|---|---|---|
Filed as: D. L. CARLSON INVESTMENT GROUP Service code 28 · EIN 02-0431934 | Investment Management | $713,757 |
Service code 13 · EIN 43-0688695 | Contract Administrator | $564,962 |
RIDGEWORTH5+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $385,482 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $349,420 |
SIGULER GUFF ADVISERS, LLC4 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE. 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $348,422 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Service code 28 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $259,403 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $247,979 |
SCOUT INVESTMENTS, INC.5+ years Service code 28 · EIN 43-1925734 | Investment Management | $247,591 |
CAPITAL DYNAMICS5+ years Service code 28 2550 SAN HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $216,990 |
WELLINGTON TRUST COMPANY1 year Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $188,054 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -3.27% | 6.82%-10.1pp | 8.01%-11.3pp | 12.86%-16.1pp |
| Employer contribution / active EE | $11,565 | $12,695-8.9% | $29,476-60.8% | $13,687-15.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |