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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO INSTITUTIONAL NA Service code 28 · EIN 58-1707262 | Investment Management | $988,165 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 36-3429599 | Investment Management | $404,346 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC INVESTMENT M Service code 28 · EIN 52-1940739 | Investment Management | $389,996 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $382,044 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $371,177 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $288,981 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 24 · EIN 13-4994650 | Discretionary Trustee | $278,985 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 51-0412248 | Investment Management | $151,242 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $136,281 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2046110 | Advisory (Plan) | $102,917 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 5.31% | -0.13%+5.4pp | -1.10%+6.4pp | 1.67%+3.6pp |
| Employer contribution / active EE | $26,132 | $11,793+121.6% | $27,248-4.1% | $10,506+148.7% |
| Participant deferral / active EE | $75 | $750% | $105-28.3% | $1,562-95.2% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |