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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $208,821 |
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $145,499 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $101,849 |
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $98,349 |
SEGALL BRYANT & HAMILL2+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $80,233 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 151 DETROIT STREET · DENVER, CO 80206 | Investment Mgmt Fees | $75,017 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $66,913 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $65,692 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,500 |
LETICIA CHAVEZ2+ years Service code 30 · EIN 51-6049165 | Employee (plan) | $58,360 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 9.01% | 13.43%-4.4pp | 337.46%-328.5pp | 17.84%-8.8pp |
| Employer contribution / active EE | $1,984 | $21,964-91.0% | $20,191-90.2% | $14,688-86.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |