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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $188,539 |
ADP BROKER-DEALER6+ years Filed as: ADP Service code 49 · EIN 13-3036745 | Other Services | $126,013 |
GCM GROSVENOR6+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 51 · EIN 36-3795985 | Investment Mgmt Fees | $118,914 |
LSV ASSET MANAGEMENT6+ years Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $115,129 |
BASYS3 years Filed as: BASYS, LLC Service code 16 · EIN 52-1796473 | Consulting | $83,687 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN ADVISORY, LLC Service code 51 · EIN 26-4560299 | Investment Mgmt Fees | $78,170 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $77,827 |
Filed as: HAMILTON LANE ADVISORS Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $76,185 |
JOHNSON & KROL, LLC5+ years Filed as: JOHNSON & KROL,ATTORNEY AT LAW,LLC Service code 29 · EIN 36-4342024 | Legal | $65,483 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $64,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 4.33% | 12.05%-7.7pp | 793.01%-788.7pp | 12.86%-8.5pp |
| Employer contribution / active EE | $1,432 | $21,947-93.5% | $27,004-94.7% | $13,687-89.5% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |