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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $362,560 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $134,666 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $119,201 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $99,291 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $92,349 |
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 | Actuarial | $75,274 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $56,175 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $55,955 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $54,711 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $47,785 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.75% | -8.26%-0.5pp | -5.85%-2.9pp | 2.78%-11.5pp |
| Employer contribution / active EE | $19,513 | $12,543+55.6% | $31,839-38.7% | $15,276+27.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |