| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $681,861 |
Filed as: MESIROW FINANCIAL RE VALUE FUND LP Service code 28 · EIN 27-0534067 | Investment Management | $438,778 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $399,119 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 04-3404987 | Investment Management | $235,773 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $216,516 |
TYGH CAPITAL MANAGEMENT2+ years Service code 28 · EIN 41-2139219 | Investment Management | $189,654 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $178,772 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 30-0447847 | Investment Management | $157,319 |
US BANK2+ years Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $136,314 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $111,989 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.80% | 3.63%+4.2pp | 4.16%+3.6pp | 9.19%-1.4pp |
| Employer contribution / active EE | $17,336 | $11,363+52.6% | $29,966-42.1% | $12,608+37.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |