| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT5 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,483,975 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $960,831 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $785,272 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $772,438 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $680,527 |
Filed as: INVESTMENT COUNSELORS OF MARYLAND L Service code 28 · EIN 52-2345054 | Investment Management | $642,653 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 12 · EIN 65-1205077 | Direct payment from the plan; Copying... | $619,702 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 92-2705767 | Investment Management | $536,772 |
WILLIAM BLAIR2 years Service code 28 · EIN 47-2614791 | Investment Management | $493,323 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $453,964 |
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 | $444,552-100.0% | $439,512-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 26.8%-26.8pp | 3.7%-3.7pp |
| Annual return | 34.77% | 15.63%+19.1pp | 9.07%+25.7pp | 15.63%+19.1pp |
| Employer contribution / active EE | $139,048 | $11,476+1111.7% | $46,116+201.5% | $11,476+1111.7% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $147,323-100.0% | $429-100.0% |