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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC4 years Filed as: TRI-STATE ADMINISTRATORS, INC Service code 13 · EIN 22-3478819 | Contract Administrator | $530,259 |
NORTHERN TRUST COMPANY5 years Service code 19 · EIN 36-1561860 | Securities Custodian | $247,874 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $240,875 |
CHEIRON4 years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $210,192 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $142,673 |
O'BRIEN BELLAND & BUSHINSKY9+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $96,320 |
PZENA INVESTMENT MANAGEMENT9+ years Service code 28 · EIN 13-3860154 | Investment Management | $95,929 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 · EIN 26-4310632 | Investment Management | $95,000 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $93,465 |
WESTFIELD CAPITAL MANAGEMENT9+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $91,203 |
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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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 131.46% | 17.72%+113.7pp | 148.78%-17.3pp | 9.30%+122.2pp |
| Employer contribution / active EE | $7,412 | $3,186+132.6% | $26,858-72.4% | $12,551-40.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |