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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $665,664 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $596,658 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $579,564 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 94-3029777 | Investment Management | $498,555 |
SIT INVESTMENT ASSOCIATES4+ years Service code 28 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $372,360 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $346,877 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MGMT Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $296,888 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120527 | Legal | $241,682 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $210,074 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $157,784 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.32% | -0.94%-5.4pp | -2.18%-4.1pp | 33.37%-39.7pp |
| Employer contribution / active EE | $32,066 | $12,464+157.3% | $38,751-17.3% | $11,253+185.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |