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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $241,063 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $157,524 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $122,200 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
Filed as: LONGFELLOW INVESTMENT COMPANY Service code 28 · EIN 04-2933956 | Investment Management | $88,726 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $84,214 |
NORTHERN TRUST COMPANY2 years Service code 28 · EIN 36-2723087 | Investment Management | $62,813 |
WHITESTAR ADVISORS, LLC3 years Service code 28 · EIN 03-0496641 | Investment Management | $54,778 |
Service code 29 · EIN 41-1654544 | Legal | $44,262 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $38,605 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.01% | 12.20%+3.8pp | 10.56%+5.4pp | 21.83%-5.8pp |
| Employer contribution / active EE | $15,879 | $12,801+24.0% | $30,199-47.4% | $12,237+29.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |