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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $1,046,092 |
LSV ASSET MANAGEMENT8+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $305,479 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS Service code 51 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Mgmt Fees | $270,535 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $259,404 |
JOHNSTON ASSET MANAGEMENT4 years Filed as: HARDMAN JOHNSTON Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $186,819 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $177,762 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $174,375 |
BLACKSTONE4 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $170,105 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $161,141 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 52-0120528 | Legal | $88,255 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.63% | -7.95%+2.3pp | -5.85%+0.2pp | 23.41%-29.0pp |
| Employer contribution / active EE | $7,159 | $13,972-48.8% | $31,839-77.5% | $12,650-43.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |