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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 84-3937993 | Investment Management | $235,861 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $138,779 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $109,553 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $107,594 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 28 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $85,535 |
SEGALL BRYANT & HAMILL5+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $66,897 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $63,540 |
LETICIA CHAVEZ5+ years Service code 30 · EIN 51-6049165 | Employee (plan) | $61,591 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,500 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $52,958 |
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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 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 6.37% | 11.99%-5.6pp | 10.57%-4.2pp | 12.86%-6.5pp |
| Employer contribution / active EE | $2,164 | $6,238-65.3% | $18,335-88.2% | $13,687-84.2% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |