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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $170,433 |
LOOMIS SAYLES1+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $70,640 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $69,998 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $62,873 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $53,424 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $52,151 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $46,839 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $45,419 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $41,769 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $39,301 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 2.82% | 3.49%-0.7pp | 4.16%-1.3pp | 7.18%-4.4pp |
| Employer contribution / active EE | $17,566 | $11,083+58.5% | $29,966-41.4% | $13,095+34.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |