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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $2,049,014 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $893,368 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 10 · EIN 52-1590516 | Accounting | $526,466 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $486,548 |
Filed as: QUEST INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 93-0880854 | Investment Management | $394,379 |
Filed as: GRYPHON INTL INVESTMENT CORPORATION Service code 27 | Advisory (Plan) | $376,349 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 47-2614791 | Investment Management | $373,058 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $362,475 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $240,140 |
BRANDES INVESTMENT PARTNERS2 years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 · EIN 36-7157059 | Investment Management | $207,290 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.06% | 73.13%-76.2pp | -752.26%+749.2pp | 73.13%-76.2pp |
| Employer contribution / active EE | $5,438 | $8,421-35.4% | $31,802-82.9% | $8,421-35.4% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |