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| Provider | Service type | Compensation |
|---|---|---|
Filed as: D. L. CARLSON INVESTMENT GROUP Service code 28 · EIN 02-0431934 | Investment Management | $722,204 |
Service code 13 · EIN 43-0688695 | Contract Administrator | $550,577 |
RIDGEWORTH6+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $381,352 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $351,368 |
BAIRD INSURANCE SERVICES INC6+ years Filed as: BAIRD INVESTMENT Service code 28 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $308,097 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Service code 28 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $289,802 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $233,646 |
WELLINGTON TRUST COMPANY2 years Service code 28 100 FEDERAL STREET · BOSTON, MA 02210 | Investment Management | $225,640 |
EATON VANCE2 years Filed as: EATON VANCE TRUST COMPANY Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $222,911 |
SIGULER GUFF ADVISERS, LLC5 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE. 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $213,984 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 33.87% | 19.37%+14.5pp | 11.08%+22.8pp | 15.63%+18.2pp |
| Employer contribution / active EE | $11,674 | $13,107-10.9% | $28,418-58.9% | $11,476+1.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |