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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS3 years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $412,216 |
CHICAGO EQUITY PARTNERS4+ years Service code 51 · EIN 36-4338679 | Investment Mgmt Fees | $142,879 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $134,760 |
RYAN LABS ASSET MANAGEMENT4+ years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $132,602 |
LOS ANGELES CAPITAL MGMT2 years Filed as: LA CAPITAL Service code 51 · EIN 02-0541198 | Investment Mgmt Fees | $125,198 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $124,375 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $97,875 |
Filed as: AXIOM Service code 51 · EIN 34-2057991 | Investment Mgmt Fees | $86,879 |
INVESCO4+ years Service code 28 · EIN 58-1707262 | Investment Management | $76,402 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $72,950 |
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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 | -5.30% | -0.94%-4.4pp | -2.18%-3.1pp | 33.37%-38.7pp |
| Employer contribution / active EE | $5,490 | $12,464-56.0% | $38,751-85.8% | $11,253-51.2% |
| 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% |