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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $795,301 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON ASSET MGMT Service code 28 | Investment Management | $535,559 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $481,569 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $436,873 |
SIT INVESTMENT ASSOCIATES1+ years Service code 28 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $292,754 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $276,202 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120527 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $256,127 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $248,051 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MGMT Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $230,208 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 19 · EIN 34-0420310 | Securities Custodian | $162,071 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.50% | -0.09%-0.4pp | -0.81%+0.3pp | 1.67%-2.2pp |
| Employer contribution / active EE | $33,367 | $11,440+191.7% | $38,425-13.2% | $10,506+217.6% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |