| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $7,730,844 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,792,565 |
BARON CAPITAL MANAGEMENT4+ years Filed as: BARON CAPITAL MANAGEMENT, INC Service code 28 · EIN 13-3122938 | Investment Management | $1,354,228 |
HAMILTON LANE ADVISORS, LLC4+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $1,351,550 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $1,208,938 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,179,703 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $1,093,034 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 20-1665304 | Investment Management | $1,091,672 |
Service code 28 · EIN 52-5345054 | Investment Management | $1,046,279 |
FIRST EAGLE4+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $952,112 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 4.95% | 24.48%-19.5pp | 11.67%-6.7pp | 24.48%-19.5pp |
| Employer contribution / active EE | $1,588 | $9,418-83.1% | $28,376-94.4% | $9,418-83.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |