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| Provider | Service type | Compensation |
|---|---|---|
DREMAN VALUE MANAGEMENT, LLC2+ years Service code 51 · EIN 22-3499132 | Investment Mgmt Fees | $271,597 |
CHICAGO EQUITY PARTNERS2+ years Service code 51 · EIN 36-4338679 | Investment Mgmt Fees | $212,967 |
Filed as: AXIOM Service code 51 · EIN 34-2057991 | Investment Mgmt Fees | $158,840 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $138,919 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $122,643 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
ARONSON & JOHNSON & ORTIZ, LP2+ years Filed as: ARONSON, JOHNSON, ORTIZ LP Service code 51 · EIN 23-2312104 | Investment Mgmt Fees | $107,444 |
FOUNDRY PARTNERS1 year Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $104,329 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $99,852 |
RYAN LABS ASSET MANAGEMENT2+ years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $81,970 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.49% | 6.13%+1.4pp | 4.74%+2.8pp | 9.19%-1.7pp |
| Employer contribution / active EE | $4,638 | $10,206-54.6% | $36,089-87.1% | $12,608-63.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |