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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MGMT Service code 28 · EIN 04-2683227 | Investment Management | $134,807 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $116,228 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $102,040 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 94-3029777 | Investment Management | $91,852 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,928 |
Filed as: MESIROW FINANCIAL Service code 28 | Investment Management | $67,437 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $53,813 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $47,308 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $46,023 |
HGK3+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $37,050 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 14.98% | 12.23%+2.8pp | 10.36%+4.6pp | 13.95%+1.0pp |
| Employer contribution / active EE | $45,605 | $18,059+152.5% | $37,738+20.8% | $16,598+174.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |