| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $7,255,570 |
HAMILTON LANE ADVISORS, LLC1+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $2,022,076 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,534,964 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,075,187 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,030,343 |
FIRST EAGLE1+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,028,126 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,010,663 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $951,529 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $906,462 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $871,735 |
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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 0.70% | 10.64%-9.9pp | 4.96%-4.3pp | 10.64%-9.9pp |
| Employer contribution / active EE | $1,469 | $11,561-87.3% | $29,749-95.1% | $11,561-87.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |