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| Provider | Service type | Compensation |
|---|---|---|
DOWD, BLOCH & BENNETT4+ years Service code 29 · EIN 36-3371377 | Legal | $305,905 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $242,107 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $207,407 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $116,206 |
LANER MUCHIN4+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $96,529 |
Service code 28 · EIN 75-2403190 | Investment Management | $92,646 |
Filed as: FIDUCIARY TRUST (SIERRA) Service code 28 · EIN 65-0080824 | Investment Management | $90,888 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $86,474 |
CHEIRON2 years Filed as: CHERION Service code 11 · EIN 13-4215617 | Actuarial | $84,526 |
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $80,509 |
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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 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | -5.28% | 16.35%-21.6pp | 10.78%-16.1pp | 53.27%-58.5pp |
| Employer contribution / active EE | $18,046 | $11,482+57.2% | $41,857-56.9% | $14,774+22.1% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |