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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $540,536 |
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $484,740 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV INTL VALUE EQUITY Service code 28 · EIN 20-0726879 | Investment Management | $255,219 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $233,666 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $211,052 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 | Investment Management | $190,673 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET Service code 28 · EIN 20-4712392 | Investment Management | $112,543 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $103,766 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $100,844 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $100,127 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 5.32% | 2.02%+3.3pp | -752.26%+757.6pp | 33.37%-28.1pp |
| Employer contribution / active EE | $12,169 | $12,422-2.0% | $31,802-61.7% | $11,253+8.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |