| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT8+ years Filed as: FULLER AND THALER Service code 28 · EIN 94-3176968 | Investment Management | $586,524 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $382,031 |
CHRISTOPHER BROUSAIDES4 years Filed as: CHRISTOPHER HANLEY Service code 14 · EIN 52-6124299 | Plan Administrator | $320,453 |
IFM INVESTORS PTY LTD1 year Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $232,079 |
REAMS ASSET MANAGEMENT8+ years Service code 28 · EIN 43-1925734 | Investment Management | $230,318 |
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $181,809 |
CORINNE KOCH4 years Service code 30 · EIN 52-6124299 | Employee (plan) | $168,548 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $137,500 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $136,550 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $127,500 |
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% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -10.64% | 23.41%-34.1pp | 0.46%-11.1pp | 23.41%-34.1pp |
| Employer contribution / active EE | $22,062 | $12,650+74.4% | $35,480-37.8% | $12,650+74.4% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |