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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 19 · EIN 13-2544634 | Securities Custodian | $264,114 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON CO ASSET MGMT Service code 28 · EIN 04-3404987 | Investment Management | $198,610 |
ALGER1+ years Filed as: FRED ALGER Service code 28 · EIN 13-2510833 | Investment Management | $196,634 |
Filed as: PRUDENTIAL FINANCIAL Service code 19 · EIN 22-1211670 | Securities Custodian | $167,527 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $135,141 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SVCS Service code 27 · EIN 58-2432390 | Advisory (Plan) | $132,366 |
DEBORAH DANNER1+ years Filed as: DEBORAH SMALLS Service code 30 · EIN 57-6027499 | Employee (plan) | $113,457 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $110,952 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $80,343 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $74,092 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 11.40% | 5.13%+6.3pp | 4.74%+6.7pp | 7.18%+4.2pp |
| Employer contribution / active EE | $16,447 | $14,689+12.0% | $36,089-54.4% | $13,095+25.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |