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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $126,850 |
NEIL SANDY3+ years Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $103,713 |
ALGER3+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $88,796 |
GCM GROSVENOR3+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $80,780 |
STANDARD DATA3+ years Filed as: STANDARD DATA CORPORATION Service code 15 · EIN 13-1945595 | Recordkeeping | $77,445 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 11-3786306 | Investment Management | $77,317 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $77,151 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $75,379 |
MONIQUE RAMOS3+ years Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $72,108 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $67,210 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.45% | 79.68%-69.2pp | 16.78%-6.3pp | 23.90%-13.4pp |
| Employer contribution / active EE | $2,532 | $21,735-88.4% | $26,328-90.4% | $16,539-84.7% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |