| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT8 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,843,685 |
WILLIAM BLAIR5 years Service code 28 · EIN 47-2614791 | Investment Management | $1,447,808 |
Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $1,223,403 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,177,272 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $742,139 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $730,077 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 92-2705767 | Investment Management | $648,650 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $602,489 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $520,254 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $492,791 |
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 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 11.98% | 9.30%+2.7pp | 8.41%+3.6pp | 9.30%+2.7pp |
| Employer contribution / active EE | $130,926 | $12,551+943.2% | $41,333+216.8% | $12,551+943.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |