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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC3+ years Filed as: TRI STATE ADMINISTRATOR INC Service code 13 · EIN 22-3478819 | Contract Administrator | $550,109 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $297,546 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 | Securities Custodian | $285,033 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN AND HART PC Service code 29 · EIN 52-1708613 | Legal | $195,289 |
PZENA INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-3989198 | Investment Management | $154,341 |
CHEIRON1 year Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $142,654 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $142,097 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $121,591 |
CORTINA1 year Filed as: CORTINA ASSET MANAGEMENT LLC Service code 28 · EIN 56-2450074 | Investment Management | $120,845 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $116,071 |
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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% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 5.21% | 33.37%-28.2pp | -0.77%+6.0pp | 33.37%-28.2pp |
| Employer contribution / active EE | $5,803 | $11,253-48.4% | $29,514-80.3% | $11,253-48.4% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |