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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MANAGMENT Service code 28 · EIN 23-2772200 | Investment Management | $231,357 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $177,693 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $162,699 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $146,841 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $128,318 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $83,202 |
LUCILA DUARTE3+ years Service code 30 · EIN 51-6034597 | Employee (plan) | $81,224 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $66,000 |
DUANE MORRIS LLP3+ years Filed as: DUANE EXLINE Service code 30 · EIN 51-6034597 | Employee (plan) | $64,110 |
Filed as: FIDELITY INST ASSET MGMGT TRUST CO Service code 28 · EIN 04-3532603 | Investment Management | $56,530 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.97% | 12.92%-1.0pp | 10.36%+1.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $22,532 | $14,070+60.1% | $37,738-40.3% | $14,688+53.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |