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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC5 years Filed as: TRI-STATE ADMINISTRATORS, INC Service code 13 · EIN 22-3478819 | Contract Administrator | $576,807 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $404,557 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $266,068 |
CHEIRON5 years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $160,471 |
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $106,200 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $100,457 |
O'BRIEN BELLAND & BUSHINSKY10+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $95,267 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 26-4310632 | Investment Management | $95,000 |
PZENA INVESTMENT MANAGEMENT10+ years Service code 28 · EIN 13-3860154 | Investment Management | $93,600 |
KRAMER WARNER ASSOCIATES5 years Filed as: KRAMER-WARNER ASSOCIATION Service code 22 · EIN 23-1742926 | Insurance Broker | $87,188 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 25.0%-25.0pp | 0.0%0pp |
| Annual return | 7.24% | 8.88%-1.6pp | 9.70%-2.5pp | 8.88%-1.6pp |
| Employer contribution / active EE | $7,918 | $15,934-50.3% | $26,706-70.3% | $15,934-50.3% |
| Participant deferral / active EE | $0 | $753-100.0% | $0 | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |