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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $203,267 |
LSV ASSET MANAGEMENT3+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $157,011 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $123,500 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $93,626 |
ADP BROKER-DEALER3+ years Filed as: ADP Service code 49 · EIN 13-3036745 | Other Services | $89,988 |
DEARBORN PARTNERS3+ years Service code 51 · EIN 36-4145621 | Investment Mgmt Fees | $62,957 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $61,740 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 51 · EIN 36-0721895 | Investment Mgmt Fees | $60,463 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL,ATTORNEY AT LAW,LLC Service code 29 · EIN 36-4342024 | Legal | $58,705 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY, LLC Service code 51 · EIN 26-4560299 | Investment Mgmt Fees | $58,416 |
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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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.48% | 35.86%-24.4pp | 10.53%+1.0pp | 17.84%-6.4pp |
| Employer contribution / active EE | $739 | $23,588-96.9% | $29,360-97.5% | $14,688-95.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |