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| Provider | Service type | Compensation |
|---|---|---|
DOWD, BLOCH & BENNETT3+ years Service code 29 · EIN 36-3371377 | Legal | $215,411 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $196,705 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $171,244 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $108,600 |
Service code 28 · EIN 75-2403190 | Investment Management | $104,510 |
Filed as: FIDUCIARY TRUST INT. OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $96,604 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $88,044 |
LANER MUCHIN3+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $87,517 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $80,181 |
CHEIRON1 year Filed as: CHERION Service code 11 · EIN 13-4215617 | Actuarial | $75,861 |
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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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 16.94% | -1.65%+18.6pp | -3.29%+20.2pp | 0.19%+16.7pp |
| Employer contribution / active EE | $19,272 | $15,083+27.8% | $36,762-47.6% | $13,763+40.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |