| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT1 year Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,478,649 |
GAMCO ASSET MANAGEMENT1 year Service code 28 · EIN 13-4044521 | Investment Management | $1,428,061 |
Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $1,096,546 |
Filed as: STATE STREET BANK Service code 19 · EIN 13-6058836 | Securities Custodian | $861,271 |
LSV ASSET MANAGEMENT1 year Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $836,484 |
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $683,489 |
Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $630,021 |
Filed as: WALTER SCOTT Service code 28 · EIN 76-6192146 | Investment Management | $588,919 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $453,719 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $415,151 |
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 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 5.55% | 17.84%-12.3pp | 8.93%-3.4pp | 17.84%-12.3pp |
| Employer contribution / active EE | $90,038 | $14,688+513.0% | $43,470+107.1% | $14,688+513.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |