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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT3+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 | Investment Management | $278,895 |
CDS ADMINISTRATORS1 year Service code 13 · EIN 25-1352803 | Contract Administrator | $251,664 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 | Investment Management | $213,978 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $164,232 |
FOUNDRY PARTNERS3+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $132,157 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $126,850 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $102,237 |
MARCO CONSULTING GROUP2 years Service code 17 · EIN 36-3555078 | Pension Consulting | $78,750 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $56,768 |
TUCKER ARENSBERG2 years Service code 29 · EIN 25-1425735 | Legal | $44,220 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.83% | 12.33%+0.5pp | 8.32%+4.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $11,526 | $11,641-1.0% | $30,793-62.6% | $14,688-21.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |