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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $117,297 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MGMT Service code 28 · EIN 04-2683227 | Investment Management | $114,841 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $97,830 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $86,727 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $74,873 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $70,000 |
ULLICO1+ years Service code 28 · EIN 13-1423090 | Investment Management | $39,725 |
HGK1+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $37,594 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $36,669 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 | Accounting | $23,000 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -1.43% | -1.13%-0.3pp | -0.81%-0.6pp | 2.81%-4.2pp |
| Employer contribution / active EE | $47,286 | $14,981+215.6% | $38,425+23.1% | $16,358+189.1% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |