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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $240,584 |
WINSLOW CAPITAL MANAGEMENT1+ years Service code 28 · EIN 90-0860898 | Investment Management | $209,391 |
IFM INVESTORS PTY LTD1+ years Filed as: IFM INVESTORS PTY LTD. Service code 28 114 W 47TH ST 26TH FL · NEW YORK, NY 10036 | Investment Management | $151,325 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $146,153 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $143,115 |
LUTHER KING CAPITAL MANAGEMENT1+ years Filed as: LUTHER KING CAPITAL MGMT CORP Service code 28 · EIN 75-1630300 | Investment Management | $130,064 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK & TRUST CO Service code 19 · EIN 41-1267434 | Securities Custodian | $108,166 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $105,600 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $91,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $73,339 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.52% | -0.09%+0.6pp | -0.81%+1.3pp | 1.67%-1.1pp |
| Employer contribution / active EE | $15,185 | $11,440+32.7% | $38,425-60.5% | $10,506+44.5% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |