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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 28 · EIN 94-3029777 | Investment Management | $295,158 |
EARNEST PARTNERS, LLC3+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $217,750 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $173,059 |
MANNING & NAPIER3+ years Service code 28 · EIN 16-0995736 | Investment Management | $162,221 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $153,717 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $152,584 |
BOSTON PARTNERS3+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $131,793 |
PNC BANK, N.A.2 years Filed as: PNC FINANCIAL SERVICES Service code 28 · EIN 25-1211909 | Investment Management | $126,730 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 34-3555070 | Advisory (Plan) | $120,131 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 04-3532603 | Investment Management | $110,428 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.64% | 2.02%+6.6pp | -752.26%+760.9pp | 33.37%-24.7pp |
| Employer contribution / active EE | $15,468 | $12,422+24.5% | $31,802-51.4% | $11,253+37.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |