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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD2+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,801,131 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 | Investment Management | $294,617 |
RIDGEWOOD INVESTMENTS1 year Filed as: RIDGEWOOD HOLDINGS Service code 28 · EIN 46-5339910 | Investment Management | $221,322 |
MORLEY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 93-0849924 | Investment Management | $214,087 |
BLACKROCK2+ years Service code 28 · EIN 13-3806691 | Investment Management | $195,406 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $171,854 |
Filed as: ALLIANT INSURANCE SERVICES Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $108,003 |
RIDGEWORTH2+ years Filed as: SEIX INVESTMENTS Service code 28 · EIN 26-1483110 | Investment Management | $70,603 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $59,025 |
Service code 36 · EIN 27-0771521 | Direct payment from the plan; Copying... | $50,772 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,175 | $54,788-23.0% | $92,240-54.3% | $80,976-47.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 5.00% | 13.07%-8.1pp | 176.29%-171.3pp | 22.91%-17.9pp |
| Employer contribution / active EE | $4,826 | $3,430+40.7% | $3,680+31.1% | $2,402+100.9% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $112 | $96+17.1% | $5,194-97.8% | $67+66.5% |