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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-6580323 | Plan Administrator | $236,916 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2288019 | Investment Management | $223,217 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $179,303 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 16 · EIN 58-1645832 | Consulting | $148,681 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $123,239 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $110,616 |
FIRST EAGLE4+ years Filed as: FIRST EAGLE INVESTMENT MGT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $87,179 |
Service code 29 · EIN 25-1056909 | Legal | $84,284 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $69,705 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $50,901 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.11% | 2.02%-6.1pp | -752.26%+748.1pp | 33.37%-37.5pp |
| Employer contribution / active EE | $10,107 | $12,422-18.6% | $31,802-68.2% | $11,253-10.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |