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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $669,873 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 94-3029777 | Investment Management | $516,329 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $501,147 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $382,328 |
SIT INVESTMENT ASSOCIATES5+ years Service code 28 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $365,358 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120527 | Legal | $361,054 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $348,870 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MGMT Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $288,745 |
THE SEGAL COMPANY5+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $175,568 |
HGK5+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $166,657 |
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Plan reported the discovery of a loss from fraud or dishonesty.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 22.87% | 14.29%+8.6pp | 14.64%+8.2pp | 21.83%+1.0pp |
| Employer contribution / active EE | $36,793 | $12,083+204.5% | $41,831-12.0% | $12,237+200.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |