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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON ASSET MGMT Service code 28 | Investment Management | $527,453 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $469,445 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $429,185 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $337,139 |
SIT INVESTMENT ASSOCIATES2+ years Service code 28 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $311,859 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120527 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $288,929 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $276,574 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MGMT Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $238,380 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $165,309 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 | Investment Management | $153,987 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.83% | 6.13%+1.7pp | 4.74%+3.1pp | 9.19%-1.4pp |
| Employer contribution / active EE | $33,489 | $10,206+228.1% | $36,089-7.2% | $12,608+165.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |