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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC3 years Filed as: TRI-STATE ADMINISTRATORS, INC Service code 13 · EIN 22-3478819 | Contract Administrator | $526,536 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $250,274 |
CHEIRON3 years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $210,361 |
NORTHERN TRUST COMPANY4 years Service code 28 · EIN 36-1561860 | Investment Management | $200,060 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $136,371 |
PZENA INVESTMENT MANAGEMENT8+ years Service code 28 · EIN 13-3860154 | Investment Management | $103,043 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 28 · EIN 26-4310632 | Investment Management | $95,000 |
KRAMER WARNER ASSOCIATES3 years Filed as: KRAMER-WARNER ASSOCIATION Service code 22 · EIN 23-1742926 | Insurance Broker | $91,969 |
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $89,704 |
WESTFIELD CAPITAL MANAGEMENT8+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $84,085 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 3.72% | 8.44%-4.7pp | 14.20%-10.5pp | 9.11%-5.4pp |
| Employer contribution / active EE | $7,707 | $3,337+130.9% | $29,492-73.9% | $12,231-37.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |