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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $184,168 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $168,147 |
USBANCORP2+ years Service code 19 · EIN 39-1939072 | Securities Custodian | $135,990 |
Service code 28 · EIN 95-3703295 | Investment Management | $133,313 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $130,597 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $106,774 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $86,816 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON ASSET MGMT Service code 28 · EIN 34-1922005 | Investment Management | $82,487 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $65,000 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $60,471 |
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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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 9.60% | 16.52%-6.9pp | 14.20%-4.6pp | 17.84%-8.2pp |
| Employer contribution / active EE | $14,079 | $13,798+2.0% | $27,968-49.7% | $14,688-4.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |