| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT6 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $2,642,664 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,734,532 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,249,925 |
THE BANK OF NEW YORK MELLON3 years Filed as: WALTER SCOTT (BNY MELLON) Service code 28 · EIN 76-6192146 | Investment Management | $1,139,969 |
WILLIAM BLAIR3 years Service code 28 · EIN 47-2614791 | Investment Management | $980,987 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $803,018 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 92-2705767 | Investment Management | $741,143 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $670,174 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $618,297 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 | Pension Consulting | $489,958 |
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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | 3.61% | 23.41%-19.8pp | -11.06%+14.7pp | 23.41%-19.8pp |
| Employer contribution / active EE | $140,250 | $12,650+1008.7% | $55,362+153.3% | $12,650+1008.7% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |