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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 52-6257033 | Investment Management | $466,732 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 12-0359999 | Investment Management | $288,801 |
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $282,160 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $278,406 |
LSV ASSET MANAGEMENT7 years Service code 28 · EIN 23-2772200 | Investment Management | $239,780 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 | Investment Management | $201,310 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $186,431 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $173,585 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT SECURITIES Service code 28 · EIN 13-5545100 | Investment Management | $147,797 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $107,000 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.39% | 7.95%+0.4pp | 20.18%-11.8pp | 9.11%-0.7pp |
| Employer contribution / active EE | $12,448 | $14,684-15.2% | $29,108-57.2% | $12,231+1.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |