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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $344,888 |
LYRICAL ASSET MANAGEMENT5 years Service code 28 · EIN 37-1572793 | Investment Management | $292,709 |
DEROY & DEVEREAUX5 years Service code 28 · EIN 38-2251232 | Investment Management | $227,169 |
FARR MILLER & WASHINGTON5 years Service code 28 · EIN 52-1979573 | Investment Management | $225,713 |
SEGALL BRYANT & HAMILL9+ years Service code 28 · EIN 35-2679129 | Investment Management | $154,519 |
Service code 28 · EIN 26-2237421 | Investment Management | $123,520 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $118,444 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $75,486 |
GARCIA HAMILTON & ASSOCIATES5 years Service code 28 · EIN 76-0589652 | Investment Management | $69,451 |
DAVID RAY8 years Service code 14 · EIN 35-1102579 | Plan Administrator | $68,004 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.04% | 10.33%+2.7pp | 8.10%+4.9pp | 9.30%+3.7pp |
| Employer contribution / active EE | $12,999 | $14,972-13.2% | $28,649-54.6% | $12,551+3.6% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |