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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-6580323 | Plan Administrator | $245,632 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2288019 | Investment Management | $203,152 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $133,478 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $130,112 |
Service code 29 · EIN 25-1056909 | Legal | $128,957 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $112,279 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $82,826 |
FIRST EAGLE1+ years Filed as: FIRST EAGLE INVESTMENT MGT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $70,501 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $54,499 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $49,591 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.40% | 1.36%+1.0pp | -1.61%+4.0pp | 1.67%+0.7pp |
| Employer contribution / active EE | $8,264 | $10,832-23.7% | $30,840-73.2% | $10,506-21.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |