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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $392,556 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $249,826 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $232,445 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $214,332 |
Service code 28 · EIN 91-1042342 | Investment Management | $213,482 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON TRUST COMPANY Service code 19 · EIN 95-3571558 | Securities Custodian | $162,162 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $141,995 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $123,889 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $111,014 |
KRAW LAW GROUP5 years Service code 29 · EIN 32-0465891 | Legal | $89,694 |
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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% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.85% | 19.37%-3.5pp | 11.08%+4.8pp | 15.63%+0.2pp |
| Employer contribution / active EE | $15,532 | $13,107+18.5% | $28,418-45.3% | $11,476+35.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |