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| Provider | Service type | Compensation |
|---|---|---|
STANDARD DATA1+ years Filed as: STANDARD DATA CORPORATION Service code 15 · EIN 13-1945595 | Recordkeeping | $144,360 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $134,509 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $93,845 |
ALGER1+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $93,107 |
NEIL SANDY1+ years Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $90,987 |
VERONICA DYER1+ years Filed as: VERONICA RODRIGUEZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $90,810 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $89,944 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $80,760 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 11-3786306 | Investment Management | $70,185 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 22-2796848 | Investment Management | $56,791 |
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Employer contribution per participant 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 2.84% | -0.43%+3.3pp | -3.43%+6.3pp | -0.60%+3.4pp |
| Employer contribution / active EE | $1,877 | $10,132-81.5% | $25,607-92.7% | $12,272-84.7% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |