| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT10+ years Filed as: FULLER AND THALER Service code 28 · EIN 94-3176968 | Investment Management | $722,402 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $483,884 |
CHRISTOPHER BROUSAIDES6 years Filed as: CHRISTOPHER HANLEY Service code 30 · EIN 52-6124299 | Employee (plan) | $342,840 |
STATE STREET GLOBAL ADVISORS10+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $215,138 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $212,640 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $187,407 |
IFM INVESTORS PTY LTD3 years Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $181,660 |
CORINNE KOCH6 years Service code 30 · EIN 52-6124299 | Employee (plan) | $181,040 |
Service code 29 · EIN 53-6062054 | Legal | $161,597 |
REAMS ASSET MANAGEMENT10+ years Service code 28 · EIN 43-1925734 | Investment Management | $149,489 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 11.46% | 9.30%+2.2pp | 8.34%+3.1pp | 9.30%+2.2pp |
| Employer contribution / active EE | $22,522 | $12,551+79.5% | $30,790-26.9% | $12,551+79.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |