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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS5+ years Service code 28 · EIN 94-3029777 | Investment Management | $253,348 |
ALLIANZ GLOBAL INVESTORS2 years Service code 28 · EIN 02-0781029 | Investment Management | $221,458 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $218,188 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $199,383 |
PNC BANK, N.A.4 years Filed as: PNC FINANCIAL SERVICES Service code 28 · EIN 25-1211909 | Investment Management | $161,539 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $153,650 |
MANNING & NAPIER5+ years Service code 28 · EIN 16-0995736 | Investment Management | $149,718 |
INVESCO5+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $145,512 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $139,114 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $126,253 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | -5.24% | 6.82%-12.1pp | 8.01%-13.3pp | 12.86%-18.1pp |
| Employer contribution / active EE | $14,875 | $12,695+17.2% | $29,475-49.5% | $13,687+8.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |