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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRI-STATE ADMINISTRATORS, INC Service code 13 · EIN 22-3478819 | Contract Administrator | $515,775 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $259,677 |
NORTHERN TRUST COMPANY2 years Service code 28 · EIN 36-1561860 | Investment Management | $254,848 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $165,385 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 28 · EIN 13-4194623 | Investment Management | $127,503 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $119,283 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 26-4310632 | Investment Management | $105,000 |
PZENA INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 13-3860154 | Investment Management | $102,113 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $101,755 |
CHEIRON1 year Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $97,530 |
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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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 21.35% | 11.76%+9.6pp | 10.41%+10.9pp | 15.63%+5.7pp |
| Employer contribution / active EE | $7,674 | $3,456+122.0% | $31,248-75.4% | $11,476-33.1% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |