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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $220,152 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $160,383 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $114,124 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $88,754 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $83,132 |
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $75,274 |
PENN CAPITAL MANAGEMENT6+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $71,107 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $53,750 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $53,543 |
EMPLOYEE FIDUCIARY, LLC6+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $52,247 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 27.34% | 24.46%+2.9pp | 11.08%+16.3pp | 13.24%+14.1pp |
| Employer contribution / active EE | $17,651 | $11,981+47.3% | $28,418-37.9% | $14,616+20.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |