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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $362,052 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $240,000 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $235,640 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 73-1388566 | Legal | $87,493 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $70,894 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $64,706 |
Filed as: HARPER & PEARSON CPA'S Service code 10 · EIN 74-1695589 | Accounting | $64,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $58,534 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $41,388 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 7TH AND WASHINGTON · ST LOUIS, MO 63101 | Investment Management | $27,511 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | - |
| Annual return | 4.76% | 61.55%-56.8pp | 96.17%-91.4pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $25,602-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $292-100.0% | - |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |