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| Provider | Service type | Compensation |
|---|---|---|
NEIL SANDY4+ years Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $106,887 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $99,177 |
ALGER4+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $85,714 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 11-3786306 | Investment Management | $81,437 |
KATHY JAMES2 years Filed as: KATHY ZAMBRANO Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $78,050 |
GCM GROSVENOR4+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $70,858 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $69,420 |
VIRGINIA & AMBINDER, LLP4+ years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 | Legal | $67,646 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $66,113 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $65,806 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -3.60% | 7.01%-10.6pp | 12.68%-16.3pp | 0.19%-3.8pp |
| Employer contribution / active EE | $2,155 | $12,638-82.9% | $22,860-90.6% | $13,763-84.3% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |