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| Provider | Service type | Compensation |
|---|---|---|
FARR MILLER & WASHINGTON4+ years Filed as: FARR MILLER Service code 28 · EIN 52-1979573 | Investment Management | $169,788 |
Filed as: QUEST Service code 28 · EIN 93-0880854 | Investment Management | $160,312 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB REALTY Service code 28 · EIN 52-2037618 | Investment Management | $156,634 |
DEROY & DEVEREAUX4+ years Filed as: DEROY AND DEVEREAUX Service code 28 · EIN 38-2251232 | Investment Management | $146,561 |
INDURE FUND4+ years Service code 28 · EIN 26-3437991 | Investment Management | $104,774 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $93,811 |
BROADVIEW4+ years Service code 28 · EIN 39-2020480 | Investment Management | $77,151 |
PCA INVESTMENT ADVISORY SERVICES4+ years Filed as: PCA Service code 28 · EIN 27-0640560 | Investment Management | $75,801 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $57,500 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $57,027 |
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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 | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.48% | 12.20%-6.7pp | 10.56%-5.1pp | 21.83%-16.4pp |
| Employer contribution / active EE | $12,194 | $12,801-4.7% | $30,199-59.6% | $12,237-0.4% |
| 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% |