| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT1+ years Filed as: BARON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-3122938 | Investment Management | $1,477,441 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,321,810 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $1,074,755 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $1,021,821 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $973,456 |
PEOPLES UNITED BANK1+ years Filed as: EPOCH INVESMENT PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $776,275 |
MERCER1+ years Service code 12 · EIN 13-2834414 | Claims processing; Direct payment fro... | $767,749 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $609,368 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $550,191 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $477,454 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | 0.30% | 9.19%-8.9pp | 4.07%-3.8pp | 9.19%-8.9pp |
| Employer contribution / active EE | $131,829 | $12,608+945.6% | $45,149+192.0% | $12,608+945.6% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |