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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-6580323 | Plan Administrator | $240,960 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $222,519 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $132,429 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $130,304 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $117,788 |
Service code 29 · EIN 25-1056909 | Legal | $105,628 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $83,114 |
FIRST EAGLE2+ years Filed as: FIRST EAGLE INVESTMENT MGT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $73,943 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $55,628 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $40,460 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.48% | 3.63%+1.9pp | 4.16%+1.3pp | 9.19%-3.7pp |
| Employer contribution / active EE | $9,016 | $11,363-20.7% | $29,966-69.9% | $12,608-28.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |