| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT9+ years Filed as: FULLER AND THALER Service code 28 · EIN 94-3176968 | Investment Management | $648,776 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $414,433 |
CHRISTOPHER BROUSAIDES5 years Filed as: CHRISTOPHER HANLEY Service code 14 · EIN 52-6124299 | Plan Administrator | $329,642 |
IFM INVESTORS PTY LTD2 years Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $272,476 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $184,373 |
CORINNE KOCH5 years Service code 30 · EIN 52-6124299 | Employee (plan) | $175,760 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $172,097 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $150,000 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $148,038 |
REAMS ASSET MANAGEMENT9+ years Service code 28 · EIN 43-1925734 | Investment Management | $145,701 |
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% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 13.79% | 9.11%+4.7pp | 9.36%+4.4pp | 9.11%+4.7pp |
| Employer contribution / active EE | $21,961 | $12,231+79.5% | $31,270-29.8% | $12,231+79.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |