| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT7 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,964,186 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,164,847 |
WILLIAM BLAIR4 years Service code 28 · EIN 47-2614791 | Investment Management | $1,123,942 |
THE BANK OF NEW YORK MELLON4 years Filed as: WALTER SCOTT (BNY MELLON) Service code 28 · EIN 76-6192146 | Investment Management | $807,309 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $775,969 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 92-2705767 | Investment Management | $756,312 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $712,023 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 81-4017137 | Investment management; Custodial (oth... | $571,747 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $535,991 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $469,392 |
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 | $13,363-100.0% | $339,002-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 39.1%-39.1pp | 2.2%-2.2pp |
| Annual return | -4.08% | 9.11%-13.2pp | 12.78%-16.9pp | 9.11%-13.2pp |
| Employer contribution / active EE | $131,408 | $12,231+974.3% | $44,816+193.2% | $12,231+974.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $33-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,002-100.0% | $125-100.0% |