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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 2001 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Investment Management | $43,437 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 155 N WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $31,751 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 19 · EIN 22-3470537 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $5,857 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 23.20% | 12.23%+11.0pp | 10.36%+12.8pp | 13.95%+9.3pp |
| Employer contribution / active EE | $5,769 | $18,059-68.1% | $37,738-84.7% | $16,598-65.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |