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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $934,015 |
LSV ASSET MANAGEMENT9+ years Service code 51 · EIN 06-0493340 | Investment Mgmt Fees | $347,945 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $242,249 |
GREAT LAKES ADVISORS, LLC5 years Filed as: GREAT LAKES ADVISORS Service code 51 231 S. LASALLE ST, 4TH FL · CHICAGO, IL 60604 | Investment Mgmt Fees | $205,659 |
THE SEGAL COMPANY9+ years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $204,945 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $169,786 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $169,735 |
BLACKSTONE5 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $169,691 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $168,750 |
JOHNSTON ASSET MANAGEMENT5 years Filed as: HARDMAN JOHNSTON Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $122,092 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 4.47% | 7.95%-3.5pp | 20.18%-15.7pp | 9.11%-4.6pp |
| Employer contribution / active EE | $5,943 | $14,684-59.5% | $29,108-79.6% | $12,231-51.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |