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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC4+ years Filed as: TRI STATE ADMINISTRATOR INC Service code 13 · EIN 22-3478819 | Contract Administrator | $541,497 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $253,373 |
CHEIRON2 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $232,515 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 | Securities Custodian | $172,301 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $144,640 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $138,306 |
PZENA INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 13-3989198 | Investment Management | $134,410 |
MORGAN LEWIS2 years Filed as: MORGAN LEWIS AND BROCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $121,513 |
CORTINA2 years Filed as: CORTINA ASSET MANAGEMENT LLC Service code 28 · EIN 56-2450074 | Investment Management | $114,018 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $111,226 |
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Annual investment return 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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 4.06% | 15.03%-11.0pp | 11.67%-7.6pp | 21.83%-17.8pp |
| Employer contribution / active EE | $5,867 | $3,206+83.0% | $28,376-79.3% | $12,237-52.1% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |