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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $844,833 |
LSV ASSET MANAGEMENT7+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $395,044 |
BLACKSTONE3 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $328,200 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $292,773 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 51 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Mgmt Fees | $242,797 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $237,788 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $208,348 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: HARDMAN JOHNSTON Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $205,763 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $120,000 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 52-0120528 | Legal | $80,583 |
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Employer contribution per participant 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 13.92% | 19.37%-5.4pp | 11.08%+2.8pp | 15.63%-1.7pp |
| Employer contribution / active EE | $6,682 | $13,107-49.0% | $28,418-76.5% | $11,476-41.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |