| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 53-0220586 | Plan Administrator | $716,844 |
Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $506,567 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $485,064 |
BELL ASSET MANAGEMENT LIMITED2+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $465,112 |
YUCAIPA2+ years Filed as: YUCAIPA COMPANIES Service code 28 · EIN 26-2119907 | Investment Management | $438,450 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS LLC Service code 27 · EIN 46-4544969 | Advisory (Plan) | $372,152 |
STERLING UNITED PROPERTIES2+ years Service code 28 · EIN 47-3143852 | Investment Management | $332,886 |
FULLER & THALER ASSET MANAGEMENT2+ years Service code 27 · EIN 94-3176968 | Advisory (Plan) | $307,145 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 26-1716373 | Investment Management | $292,035 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $244,266 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 6.65% | -1.27%+7.9pp | -0.67%+7.3pp | 33.37%-26.7pp |
| Employer contribution / active EE | $17,283 | $12,021+43.8% | $31,731-45.5% | $11,253+53.6% |
| Participant deferral / active EE | $3,366 | $2,907+15.8% | $473+611.2% | $819+311.1% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |