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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $333,773 |
KOBGO ASSOCIATES1+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $163,359 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $146,973 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY INTECH ENH PLUS Service code 28 · EIN 06-1271230 | Investment Management | $146,823 |
ATALANTA SOSNOFF1+ years Service code 28 · EIN 20-0461050 | Investment Management | $135,327 |
JAMES A. REICHERT1+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $113,891 |
CAROLE PESIRI1+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $106,303 |
CHERRY BEKAERT LLP1+ years Filed as: CHERRY LOCKE Service code 30 · EIN 13-3208565 | Employee (plan) | $88,736 |
Filed as: QUANVEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $57,552 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2518466 | Actuarial | $55,235 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 1.59% | 6.13%-4.5pp | 4.74%-3.1pp | 9.19%-7.6pp |
| Employer contribution / active EE | $13,089 | $10,206+28.3% | $36,089-63.7% | $12,608+3.8% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |