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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $329,984 |
DEROY & DEVEREAUX6 years Service code 51 · EIN 38-2251232 | Investment Mgmt Fees | $254,335 |
FARR MILLER & WASHINGTON6 years Service code 28 · EIN 52-1979573 | Investment Management | $251,417 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $169,604 |
Service code 28 · EIN 26-2237421 | Investment Management | $116,397 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $105,066 |
Filed as: NATIONAL INVST. SERVICES OF AMERICA Service code 28 · EIN 84-3937993 | Investment Management | $90,176 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $85,373 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $76,139 |
DAVID RAY9 years Service code 14 · EIN 35-1102579 | Plan Administrator | $73,910 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 10.45% | 9.99%+0.5pp | 8.93%+1.5pp | 8.75%+1.7pp |
| Employer contribution / active EE | $13,636 | $15,140-9.9% | $26,306-48.2% | $15,185-10.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |