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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC2 years Filed as: TRI-STATE ADMINISTRATORS, INC Service code 13 · EIN 22-3478819 | Contract Administrator | $498,818 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $280,425 |
NORTHERN TRUST COMPANY3 years Service code 28 · EIN 36-1561860 | Investment Management | $249,822 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $155,189 |
PZENA INVESTMENT MANAGEMENT7+ years Service code 28 · EIN 13-3860154 | Investment Management | $132,785 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 28 · EIN 13-4194623 | Investment Management | $113,941 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $110,895 |
WESTFIELD CAPITAL MANAGEMENT7+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $109,520 |
CHEIRON2 years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $104,281 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 · EIN 26-4310632 | Investment Management | $95,000 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -9.27% | -14.77%+5.5pp | 7.07%-16.3pp | 23.41%-32.7pp |
| Employer contribution / active EE | $8,031 | $4,290+87.2% | $34,847-77.0% | $12,650-36.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |