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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 | Investment Management | $239,930 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $204,938 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $193,725 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $168,061 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $151,794 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $147,428 |
PNC BANK, N.A.1 year Filed as: PNC FINANCIAL SERVICES Service code 28 · EIN 25-1211909 | Investment Management | $121,438 |
BOSTON PARTNERS2+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $115,713 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 34-3555070 | Advisory (Plan) | $108,872 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 | Investment Management | $99,608 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.99% | 12.33%-1.3pp | 8.32%+2.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $14,469 | $11,641+24.3% | $30,793-53.0% | $14,688-1.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |