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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $185,388 |
LSV ASSET MANAGEMENT4+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $157,378 |
ADP BROKER-DEALER4+ years Filed as: ADP Service code 49 · EIN 13-3036745 | Other Services | $119,931 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $101,438 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $90,383 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $68,507 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY, LLC Service code 51 · EIN 26-4560299 | Investment Mgmt Fees | $67,855 |
BASYS1 year Filed as: BASYS, LLC Service code 16 · EIN 52-1796473 | Consulting | $62,803 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $62,645 |
JOHNSON & KROL, LLC3+ years Filed as: JOHNSON & KROL,ATTORNEY AT LAW,LLC Service code 10 · EIN 36-4342024 | Accounting | $61,230 |
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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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.58% | 39.99%-45.6pp | 4.36%-9.9pp | 33.37%-38.9pp |
| Employer contribution / active EE | $1,765 | $11,066-84.1% | $27,383-93.6% | $11,253-84.3% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |