| Provider | Service type | Compensation |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP5+ years Filed as: ENTRUST PARTNERS LLC Service code 51 · EIN 46-4544969 | Investment Mgmt Fees | $1,307,673 |
Service code 14 · EIN 53-0220586 | Plan Administrator | $749,320 |
BELL ASSET MANAGEMENT LIMITED5+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $523,062 |
JOHNSTON ASSET MANAGEMENT4 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $363,557 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $326,588 |
FULLER & THALER ASSET MANAGEMENT5+ years Service code 27 · EIN 94-3176968 | Advisory (Plan) | $303,784 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $277,559 |
SMITH GRAHAM5+ years Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $260,050 |
LORD ABBETT5+ years Filed as: LORD ABBETT & CO Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $240,188 |
CHEIRON5+ years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $234,555 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 24.73% | 15.63%+9.1pp | 11.31%+13.4pp | 15.63%+9.1pp |
| Employer contribution / active EE | $19,456 | $11,476+69.5% | $35,729-45.5% | $11,476+69.5% |
| Participant deferral / active EE | $3,094 | $1,127+174.5% | $237+1207.3% | $1,127+174.5% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |