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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD8+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,834,783 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $392,244 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $330,826 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $295,071 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $281,554 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $237,084 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $194,645 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520348 | Investment Management | $181,753 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $160,430 |
INSIGHT NORTH AMERICA LLC4 years Service code 28 · EIN 82-0983489 | Investment Management | $145,361 |
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 | $48,238 | $55,730-13.4% | $96,543-50.0% | $96,393-50.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 1.53% | 12.78%-11.3pp | 35.75%-34.2pp | 22.88%-21.4pp |
| Employer contribution / active EE | $4,407 | $4,014+9.8% | $3,741+17.8% | $3,239+36.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $202 | $105+91.6% | $6,737-97.0% | $74+173.6% |