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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-6580323 | Plan Administrator | $282,234 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2288019 | Investment Management | $217,252 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $213,969 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $201,472 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 16 · EIN 58-1645832 | Consulting | $161,906 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $109,750 |
FIRST EAGLE5+ years Filed as: FIRST EAGLE INVESTMENT MGT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $90,579 |
CONRAD SIEGEL1 year Filed as: CONRAD SEIGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $88,135 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $64,479 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $59,233 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 17.27% | 12.20%+5.1pp | 10.56%+6.7pp | 21.83%-4.6pp |
| Employer contribution / active EE | $9,659 | $12,801-24.5% | $30,197-68.0% | $12,237-21.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |