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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $707,802 |
NUVEEN3+ years Filed as: NWQ INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $578,582 |
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $511,537 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $476,015 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $471,154 |
EARNEST PARTNERS, LLC3+ years Service code 28 · EIN 58-2386669 | Investment Management | $469,950 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $462,879 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $395,200 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $247,895 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $219,180 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.94% | 20.78%-10.8pp | 10.36%-0.4pp | 16.32%-6.4pp |
| Employer contribution / active EE | $8,649 | $15,647-44.7% | $37,738-77.1% | $12,766-32.2% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |