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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $220,371 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $131,286 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $119,626 |
DOWD, BLOCH & BENNETT6+ years Service code 29 · EIN 36-3371377 | Legal | $115,091 |
LANER MUCHIN6+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $109,447 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $104,038 |
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 84-3937993 | Investment Management | $102,071 |
Service code 28 · EIN 75-2403190 | Investment Management | $92,842 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $83,187 |
LAURA CABALLERO6+ years Service code 30 · EIN 36-2407063 | Employee (plan) | $81,854 |
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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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 3.62% | 10.90%-7.3pp | 8.29%-4.7pp | 13.24%-9.6pp |
| Employer contribution / active EE | $18,925 | $14,619+29.5% | $40,774-53.6% | $14,616+29.5% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |