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| Provider | Service type | Compensation |
|---|---|---|
IRON BRIDGE CAPITAL MANAGEMENT3+ years Filed as: IRON BRIDGE CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-4255832 | Investment Management | $223,437 |
ASSET STRATEGY CONSULTANTS3+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $76,405 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $75,448 |
JAMA BARBOUR3+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $74,552 |
IOWA STATE BANK3+ years Service code 28 · EIN 42-0335294 | Investment Management | $70,877 |
BASYS3+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $67,350 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $65,626 |
Filed as: BARINGS FOCUSED FUND Service code 28 · EIN 98-0241935 | Investment Management | $63,049 |
Filed as: JANUS CAPITAL MANAGMENT Service code 28 · EIN 75-3019302 | Investment Management | $60,572 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.27% | 12.33%+2.9pp | 8.32%+6.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $13,405 | $11,641+15.2% | $30,793-56.5% | $14,688-8.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |