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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $150,183 |
Filed as: MESIROW FINANCIAL REAL ESTATE Service code 28 · EIN 46-3537636 | Investment Management | $134,184 |
Filed as: FOUNDRY INVESTMENT MANAGEMENT Service code 28 · EIN 34-1172683 | Investment Management | $108,868 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 94-3029777 | Investment Management | $97,280 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $94,903 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $75,500 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,430 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $56,792 |
ULLICO5+ years Service code 28 · EIN 13-1423090 | Investment Management | $49,308 |
HGK5+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $39,792 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 18.69% | 18.13%+0.6pp | 14.64%+4.1pp | 16.32%+2.4pp |
| Employer contribution / active EE | $45,822 | $23,138+98.0% | $41,831+9.5% | $17,007+169.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |