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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON ASSET MGMT Service code 28 | Investment Management | $636,000 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $566,409 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $530,831 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 94-3029777 | Investment Management | $496,576 |
SIT INVESTMENT ASSOCIATES3+ years Service code 28 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $353,053 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $316,478 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120527 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $299,909 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MGMT Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $276,780 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $206,004 |
HGK3+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $155,453 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 16.49% | 12.92%+3.6pp | 10.36%+6.1pp | 17.84%-1.3pp |
| Employer contribution / active EE | $32,211 | $14,070+128.9% | $37,738-14.6% | $14,688+119.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |