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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $203,966 |
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $139,341 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $132,738 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $99,735 |
SEGALL BRYANT & HAMILL1+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $83,718 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 151 DETROIT STREET · DENVER, CO 80206 | Investment Mgmt Fees | $74,557 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $72,363 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $66,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $60,931 |
LETICIA CHAVEZ1+ years Service code 30 · EIN 51-6049165 | Employee (plan) | $53,549 |
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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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 5.45% | 13.53%-8.1pp | 18.87%-13.4pp | 9.19%-3.7pp |
| Employer contribution / active EE | $1,968 | $18,999-89.6% | $19,828-90.1% | $12,608-84.4% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |