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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $178,743 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $106,965 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $93,107 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $90,426 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $78,913 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR SECONDARY OPPORTUNITI Service code 28 · EIN 32-0497309 | Investment Management | $76,923 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $57,056 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $50,961 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $49,800 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $43,035 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.04% | 4.25%+4.8pp | -752.26%+761.3pp | 0.19%+8.8pp |
| Employer contribution / active EE | $17,454 | $11,906+46.6% | $31,802-45.1% | $13,763+26.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |