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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $678,842 |
SCHULTHEIS & PANETTIERI, LLP2+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $542,614 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $487,751 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 98-0202744 | Investment Management | $425,121 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $333,260 |
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 | Investment Management | $309,910 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $307,651 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $296,006 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $261,810 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $254,732 |
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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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 5.15% | 7.44%-2.3pp | 4.74%+0.4pp | 5.86%-0.7pp |
| Employer contribution / active EE | $8,356 | $12,240-31.7% | $36,089-76.8% | $10,137-17.6% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |