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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $160,620 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $91,587 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $76,426 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $75,879 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $74,119 |
GCM GROSVENOR2 years Filed as: GCM GROSVENOR SECONDARY OPPORTUNITI Service code 28 · EIN 32-0497309 | Investment Management | $70,000 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $59,527 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $52,016 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $50,460 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $48,990 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 6.55% | 10.27%-3.7pp | 10.56%-4.0pp | 53.27%-46.7pp |
| Employer contribution / active EE | $18,911 | $12,273+54.1% | $30,199-37.4% | $14,774+28.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |