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| Provider | Service type | Compensation |
|---|---|---|
LYRICAL ASSET MANAGEMENT3 years Service code 28 · EIN 37-1572793 | Investment Management | $363,197 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $235,895 |
FARR MILLER & WASHINGTON3 years Service code 28 · EIN 52-1979573 | Investment Management | $229,408 |
DEROY & DEVEREAUX3 years Service code 28 · EIN 38-2251232 | Investment Management | $203,092 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $164,415 |
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 35-2679129 | Investment Management | $145,090 |
Service code 28 · EIN 26-2237421 | Investment Management | $125,249 |
GARCIA HAMILTON & ASSOCIATES3 years Service code 28 · EIN 76-0589652 | Investment Management | $74,533 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $74,245 |
DAVID RAY6 years Service code 14 · EIN 35-1102579 | Plan Administrator | $61,491 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.57% | -7.95%-3.6pp | -5.85%-5.7pp | 23.41%-35.0pp |
| Employer contribution / active EE | $11,147 | $13,972-20.2% | $31,839-65.0% | $12,650-11.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |