| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT9 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,254,139 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,122,983 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,107,298 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $1,081,508 |
WILLIAM BLAIR6 years Service code 28 · EIN 47-2614791 | Investment Management | $909,081 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $773,547 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 81-4017137 | Trustee (bank, trust company, or simi... | $745,047 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $706,947 |
BREDHOFF & KAISER6 years Service code 29 · EIN 52-0969534 | Legal | $358,694 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $356,685 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.11% | 8.88%-3.8pp | 8.93%-3.8pp | 8.88%-3.8pp |
| Employer contribution / active EE | $130,091 | $15,934+716.5% | $34,172+280.7% | $15,934+716.5% |
| Participant deferral / active EE | $0 | $753-100.0% | $44-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |