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| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS1 year Service code 28 · EIN 02-0781029 | Investment Management | $230,094 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 94-3029777 | Investment Management | $227,672 |
EARNEST PARTNERS, LLC4+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $223,284 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $170,575 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $155,277 |
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 | Investment Management | $148,449 |
INVESCO4+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $134,802 |
PNC BANK, N.A.3 years Filed as: PNC FINANCIAL SERVICES Service code 28 · EIN 25-1211909 | Investment Management | $134,184 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 34-3555070 | Advisory (Plan) | $129,922 |
WINSLOW CAPITAL MANAGEMENT4+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 | Investment Management | $99,479 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 6.81% | 12.20%-5.4pp | 10.56%-3.8pp | 21.83%-15.0pp |
| Employer contribution / active EE | $16,002 | $12,801+25.0% | $30,197-47.0% | $12,237+30.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |