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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $773,404 |
CARDAY ASSOCIATES2+ years Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $482,229 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $242,940 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $220,859 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV INTL VALUE EQUITY Service code 28 · EIN 20-0726879 | Investment Management | $216,555 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 | Investment Management | $190,692 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $115,038 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET Service code 28 · EIN 20-4712392 | Investment Management | $111,414 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $97,186 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $90,503 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.89% | 12.33%-1.4pp | 8.32%+2.6pp | 17.84%-7.0pp |
| Employer contribution / active EE | $11,288 | $11,641-3.0% | $30,793-63.3% | $14,688-23.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |