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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Service code 28 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $369,197 |
FISHER INVESTMENTS10+ years Service code 28 5525 NW FISHER CREEK DR · CAMAS, WA 98607 | Investment Management | $324,706 |
EARNEST PARTNERS, LLC10+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $271,063 |
IBEW LOCAL 38 FRINGE BENEFIT FUNDS10+ years Service code 13 · EIN 34-1381893 | Contract Administrator | $158,638 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $132,573 |
REAMS ASSET MANAGEMENT5 years Filed as: UMB FUND SERVICES Service code 28 235 W. GALENA ST · MILWAUKEE, WI 53212 | Investment Management | $107,065 |
THE SEGAL COMPANY5 years Filed as: SEGAL MACRO ADVISORS Service code 16 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Consulting | $102,667 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $99,913 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $80,839 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Actuarial | $65,914 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.39% | 10.08%-2.7pp | 8.99%-1.6pp | 8.88%-1.5pp |
| Employer contribution / active EE | $14,999 | $15,398-2.6% | $25,171-40.4% | $15,934-5.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |