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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $231,353 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $167,642 |
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $129,524 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $92,671 |
SEGALL BRYANT & HAMILL10+ years Service code 51 · EIN 35-2679129 | Investment Mgmt Fees | $81,774 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $80,604 |
LETICIA CHAVEZ10+ years Service code 30 · EIN 51-6049165 | Employee (plan) | $75,700 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $69,446 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK Service code 28 · EIN 25-6078093 | Investment Management | $67,938 |
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Employer contribution per participant 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 | $280,286-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 9.24% | 8.75%+0.5pp | 4.11%+5.1pp | 8.75%+0.5pp |
| Employer contribution / active EE | $2,479 | $15,185-83.7% | $20,922-88.2% | $15,185-83.7% |
| Participant deferral / active EE | $0 | $753-100.0% | $0 | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |