| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT2 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,656,833 |
GAMCO ASSET MANAGEMENT2 years Service code 28 · EIN 13-4044521 | Investment Management | $1,557,604 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK Service code 19 · EIN 13-6058836 | Securities Custodian | $1,131,094 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $939,119 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $795,818 |
Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $759,844 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $618,006 |
Filed as: INVESTMENT COUNSELORS OF MD Service code 28 · EIN 23-2539944 | Investment Management | $519,445 |
Filed as: WESTERN ASSET Service code 28 · EIN 92-2705767 | Investment Management | $504,259 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Participant communication; Contract A... | $450,000 |
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 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | 11.77% | 33.37%-21.6pp | -3.19%+15.0pp | 33.37%-21.6pp |
| Employer contribution / active EE | $129,204 | $11,253+1048.2% | $48,658+165.5% | $11,253+1048.2% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |