| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $7,546,444 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $2,041,224 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $1,760,227 |
BARON CAPITAL MANAGEMENT3+ years Filed as: BARON CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3122938 | Investment Management | $1,199,765 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $1,170,658 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,151,958 |
FIRST EAGLE3+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $1,120,772 |
Service code 28 · EIN 52-5345054 | Investment Management | $1,054,998 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-1665304 | Investment Management | $974,589 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $957,501 |
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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 8.41% | -1.95%+10.4pp | -0.77%+9.2pp | -1.95%+10.4pp |
| Employer contribution / active EE | $1,228 | $9,243-86.7% | $29,514-95.8% | $9,243-86.7% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |