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| Provider | Service type | Compensation |
|---|---|---|
ALGER2 years Filed as: FRED ALGER & COMPANY Service code 26 · EIN 13-2510833 | Advisory (Participants) | $219,378 |
Service code 16 · EIN 58-2432390 | Consulting | $210,000 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 213 S LA SALLE ST 4 · CHICAGO, IL 60604 | Investment Management | $179,813 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $178,583 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $177,085 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $169,910 |
Filed as: HARDMAN JOHNSON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $151,784 |
Filed as: BOYD WATTERSON ASSET MANAGMENT LLC Service code 28 · EIN 34-1922005 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $144,462 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 | Investment Management | $117,500 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $113,477 |
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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% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -9.74% | -7.95%-1.8pp | -5.85%-3.9pp | 23.41%-33.2pp |
| Employer contribution / active EE | $13,330 | $13,972-4.6% | $31,839-58.1% | $12,650+5.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |