| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT4 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $2,756,535 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,076,131 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $989,918 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 92-2705767 | Investment Management | $816,397 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $808,797 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $775,582 |
Filed as: ACADIAN ASSET MANAGEMENT INC Service code 28 · EIN 04-2929221 | Investment Management | $765,657 |
Filed as: INVESTMENT COUNSELORS OF MARYLAND L Service code 28 · EIN 52-2345054 | Investment Management | $694,724 |
Filed as: WALTER SCOTT (BNY MELLON) Service code 28 · EIN 76-6192146 | Investment Management | $667,382 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 12 · EIN 65-1205077 | Recordkeeping and information managem... | $616,134 |
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 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | -6.81% | 12.86%-19.7pp | 1087.39%-1094.2pp | 12.86%-19.7pp |
| Employer contribution / active EE | $143,984 | $13,687+952.0% | $42,245+240.8% | $13,687+952.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $120-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |