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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $343,034 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $250,765 |
BAIRD FUNDS2+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $203,214 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $173,560 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-2700161 | Investment Management | $125,818 |
KIMBERLY FUREY2+ years Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $118,484 |
BRENDA ARRIOLA2+ years Filed as: BRENDA JOUBERT Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $115,325 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $108,835 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $101,887 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVCIES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $87,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.61% | 12.33%-0.7pp | 8.32%+3.3pp | 17.84%-6.2pp |
| Employer contribution / active EE | $8,294 | $11,641-28.8% | $30,793-73.1% | $14,688-43.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |