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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 25-1139840 | Contract Administrator | $315,822 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $203,648 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $187,028 |
BHA CONSULTING7+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $159,793 |
THOMSON HORSTMANN & BRYANT7+ years Service code 28 · EIN 13-3163794 | Investment Management | $158,627 |
Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK, NY 10017 | Investment Management | $152,144 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 51 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $131,675 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $118,319 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $99,466 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 28 · EIN 36-3762086 | Investment Management | $98,303 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -4.36% | -8.26%+3.9pp | -5.85%+1.5pp | 2.78%-7.1pp |
| Employer contribution / active EE | $16,823 | $12,543+34.1% | $31,839-47.2% | $15,276+10.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |