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| Provider | Service type | Compensation |
|---|---|---|
ALGER3+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $285,399 |
BAIRD FUNDS3+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $236,212 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $183,588 |
Service code 28 · EIN 23-2962336 | Investment Management | $150,000 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $136,072 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $136,072 |
KIMBERLY FUREY3+ years Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $127,539 |
BRENDA ARRIOLA3+ years Filed as: BRENDA JOUBERT Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $124,016 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-2700161 | Investment Management | $115,259 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $113,923 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.33% | 2.02%+7.3pp | -752.26%+761.6pp | 33.37%-24.0pp |
| Employer contribution / active EE | $9,254 | $12,422-25.5% | $31,802-70.9% | $11,253-17.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |