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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $215,421 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $139,120 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $133,183 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 49 · EIN 13-3036745 | Other Services | $110,346 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $96,723 |
JOHN WARD, ATTORNEY AT LAW, LTD.1+ years Service code 29 · EIN 30-0482971 | Legal | $70,634 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $61,515 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY, LLC Service code 51 · EIN 26-4560299 | Investment Mgmt Fees | $59,257 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $58,148 |
DEARBORN PARTNERS1+ years Service code 51 · EIN 36-4145621 | Investment Mgmt Fees | $57,990 |
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Employer contribution per participant 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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 1.98% | 0.61%+1.4pp | -2.90%+4.9pp | 1.67%+0.3pp |
| Employer contribution / active EE | $510 | $9,133-94.4% | $27,990-98.2% | $10,506-95.1% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |