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| Provider | Service type | Compensation |
|---|---|---|
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 45 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $527,959 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 ONE LANDMARK SQUARE, 20TH FL. · STAMFORD, CT 06901 | Investment Management | $483,861 |
Filed as: PROGRESS INVESTMENT MANAGEMENT Service code 28 445 PARK AVENUE, 10TH FL. · NEW YORK, NY 10022 | Investment Management | $358,647 |
PERRY N. BLACKMAN, CPA3+ years Service code 10 · EIN 23-2244789 | Accounting | $326,776 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $300,992 |
Filed as: HARDMAN JOHNSTON Service code 28 | Investment Management | $220,170 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $210,248 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $206,140 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 23-2981986 | Investment Management | $201,302 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK NA Service code 19 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94104 | Securities Custodian | $172,294 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 7.16% | -0.94%+8.1pp | -2.18%+9.3pp | 33.37%-26.2pp |
| Employer contribution / active EE | $18,167 | $12,464+45.8% | $38,751-53.1% | $11,253+61.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |