| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $7,304,400 |
HAMILTON LANE ADVISORS, LLC2+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $1,912,260 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,708,780 |
FIRST EAGLE2+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,066,043 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $1,032,832 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,032,306 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,031,281 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $868,336 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $862,330 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $826,796 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 7.87% | 1057.21%-1049.3pp | 10.66%-2.8pp | 1057.21%-1049.3pp |
| Employer contribution / active EE | $1,339 | $14,374-90.7% | $30,880-95.7% | $14,374-90.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |