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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN2+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $234,270 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MANAGMENT Service code 28 · EIN 23-2772200 | Investment Management | $183,258 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $182,218 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $175,634 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $160,901 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $124,576 |
LUCILA DUARTE2+ years Service code 30 · EIN 51-6034597 | Employee (plan) | $83,735 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $74,384 |
DUANE MORRIS LLP2+ years Filed as: DUANE EXLINE Service code 30 · EIN 51-6034597 | Employee (plan) | $69,389 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $66,000 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.85% | 6.13%-0.3pp | 4.74%+1.1pp | 9.19%-3.3pp |
| Employer contribution / active EE | $21,329 | $10,206+109.0% | $36,089-40.9% | $12,608+69.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |