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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-6580323 | Plan Administrator | $273,238 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2288019 | Investment Management | $220,179 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $183,424 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $176,119 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 16 · EIN 58-1645832 | Consulting | $176,009 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $109,847 |
FIRST EAGLE6+ years Filed as: FIRST EAGLE INVESTMENT MGT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $90,213 |
CONRAD SIEGEL3 years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $86,622 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $82,099 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 | Investment Management | $76,306 |
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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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 7.95% | 6.82%+1.1pp | 8.01%-0.1pp | 12.86%-4.9pp |
| Employer contribution / active EE | $8,820 | $12,695-30.5% | $29,475-70.1% | $13,687-35.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |