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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $347,135 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Securities Custodian | $229,072 |
NAVELLIER & ASSOCIATES INC1+ years Filed as: NAVELLIER Service code 51 · EIN 88-0240393 ONE EAST LIBERTY, 3RD FLOOR · RENO, NV 89501 | Investment Mgmt Fees | $208,965 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 51 · EIN 52-1296988 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $151,728 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $149,862 |
GOODWIN CAPITAL ADVISORS1+ years Service code 51 · EIN 13-5155720 ONE AMERICAN ROW · HARTFORD, CT 06102 | Investment Mgmt Fees | $131,005 |
VICTORY1+ years Filed as: VICTORY CAPITAL Service code 51 · EIN 13-2700161 4900 TIEDEMAN RD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Mgmt Fees | $129,765 |
ROBERT CHEVERIE1+ years Filed as: ROBERT M. CHEVERIE Service code 29 · EIN 06-1335139 333 EAST RIVE DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $109,344 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646100 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $97,842 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 51 · EIN 41-1460668 100 SOUTH FIFTH STREET, SUITE 2300 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $97,445 |
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Annual investment return 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 | $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 | -3.50% | 3.63%-7.1pp | 4.16%-7.7pp | 9.19%-12.7pp |
| Employer contribution / active EE | $8,966 | $11,363-21.1% | $29,966-70.1% | $12,608-28.9% |
| 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% |