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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $183,851 |
DOWD, BLOCH & BENNETT1+ years Service code 29 · EIN 36-3371377 | Legal | $179,515 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $177,600 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $118,507 |
LANER MUCHIN1+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $114,861 |
Service code 28 · EIN 75-2403190 | Investment Management | $103,901 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $88,712 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $78,137 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $75,691 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $74,478 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | -1.90% | 3.81%-5.7pp | 4.07%-6.0pp | 7.18%-9.1pp |
| Employer contribution / active EE | $16,356 | $14,300+14.4% | $36,235-54.9% | $13,095+24.9% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |