| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT3 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,778,473 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $1,464,505 |
GAMCO ASSET MANAGEMENT3 years Service code 28 · EIN 13-4044521 | Investment Management | $1,395,321 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $1,008,464 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $908,318 |
Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $797,581 |
Filed as: INVESTMENT COUNSELORS OF MD Service code 28 · EIN 23-2539944 | Investment Management | $718,562 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $677,585 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Contract Administrator; Claims proces... | $615,061 |
Filed as: WESTERN ASSET Service code 28 · EIN 92-2705767 | Investment Management | $500,353 |
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 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 3.37% | 21.83%-18.5pp | 8.22%-4.8pp | 21.83%-18.5pp |
| Employer contribution / active EE | $140,520 | $12,237+1048.3% | $46,636+201.3% | $12,237+1048.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |