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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRI-STATE ADMINISTRATORS, INC. Service code 13 · EIN 22-3478819 | Contract Administrator | $505,120 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $281,903 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $241,873 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $128,287 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $113,496 |
PZENA INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 13-3860154 | Investment Management | $112,299 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $104,453 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $95,000 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 28 · EIN 13-4194623 | Investment Management | $72,317 |
CHEIRON3 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $71,763 |
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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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 5.93% | 9.42%-3.5pp | 9.65%-3.7pp | 12.86%-6.9pp |
| Employer contribution / active EE | $6,562 | $3,243+102.4% | $27,458-76.1% | $13,687-52.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |