| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $119,714 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $95,232 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 100 EAST WISCONSIN AVE SUITE 2000 · MILWAUKEE, WI 53202 | Advisory (Plan) | $75,756 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $37,359 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $31,287 |
Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $21,703 |
Service code 27 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,637 |
Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $17,203 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $11,250 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.61% | -1.12%-3.5pp | -2.18%-2.4pp | 0.19%-4.8pp |
| Employer contribution / active EE | $12,397 | $12,052+2.9% | $38,751-68.0% | $13,763-9.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |