| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $7,867,750 |
BARON CAPITAL MANAGEMENT1 year Service code 28 · EIN 13-3122938 | Investment Management | $2,508,052 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $2,009,608 |
HAMILTON LANE ADVISORS, LLC6+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $1,738,124 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 20-1665304 | Investment Management | $1,403,523 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,205,046 |
Service code 28 · EIN 52-5345054 | Investment Management | $1,142,623 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $969,067 |
FIRST EAGLE6+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $911,187 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $871,007 |
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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 22.91% | 13.51%+9.4pp | 10.41%+12.5pp | 13.51%+9.4pp |
| Employer contribution / active EE | $6,945 | $8,170-15.0% | $31,248-77.8% | $8,170-15.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |