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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN5+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $762,581 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 95-1702986 | Contract Administrator | $294,319 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 80-0169636 | Investment Management | $240,424 |
FOUNDRY PARTNERS5+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $221,801 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $197,850 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $194,536 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $185,656 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $185,656 |
LANER MUCHIN5+ years Service code 29 · EIN 36-3088463 | Legal | $96,643 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $91,015 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -6.48% | 6.82%-13.3pp | 8.01%-14.5pp | 12.86%-19.3pp |
| Employer contribution / active EE | $21,227 | $12,695+67.2% | $29,476-28.0% | $13,687+55.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |