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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $354,645 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $130,410 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $128,406 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $109,293 |
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $87,946 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $79,899 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $78,880 |
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $55,790 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL BRYANT AND HAMILL Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $50,447 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: ODONOGHUE & ODONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $45,063 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.22% | 11.08%-1.9pp | 8.10%+1.1pp | 8.76%+0.5pp |
| Employer contribution / active EE | $19,771 | $13,910+42.1% | $28,649-31.0% | $16,664+18.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |