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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $149,233 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $113,829 |
Filed as: FOUNDRY INVESTMENT MANAGEMENT Service code 28 · EIN 34-1172683 | Investment Management | $104,017 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 94-3029777 | Investment Management | $93,960 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $88,926 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $73,500 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $54,681 |
ULLICO4+ years Service code 28 · EIN 13-1423090 | Investment Management | $47,407 |
HGK4+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $36,621 |
SALTER & COMPANY, LLC4+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 | Accounting | $25,200 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -4.56% | -1.53%-3.0pp | -2.18%-2.4pp | -0.69%-3.9pp |
| Employer contribution / active EE | $47,137 | $14,498+225.1% | $38,751+21.6% | $16,786+180.8% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |