| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT6+ years Filed as: FULLER AND THALER Service code 28 · EIN 94-3176968 | Investment Management | $459,122 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $368,856 |
REAMS ASSET MANAGEMENT6+ years Service code 28 · EIN 43-1925734 | Investment Management | $339,801 |
CHRISTOPHER BROUSAIDES2 years Filed as: CHRISTOPHER HANLEY Service code 14 · EIN 52-6124299 | Plan Administrator | $302,759 |
Service code 28 · EIN 75-2403190 | Investment Management | $242,925 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $168,868 |
CORINNE KOCH2 years Service code 30 · EIN 52-6124299 | Employee (plan) | $158,331 |
AON CONSULTING4 years Filed as: AON INVESTMENT CONSULTING, INC Service code 27 · EIN 36-3109421 | Advisory (Plan) | $152,529 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $132,850 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $127,745 |
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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 9.80% | 12.86%-3.1pp | 7.87%+1.9pp | 12.86%-3.1pp |
| Employer contribution / active EE | $21,610 | $13,687+57.9% | $31,784-32.0% | $13,687+57.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |