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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 52-2288019 | Investment Management | $319,770 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $254,063 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $234,125 |
THE SEGAL COMPANY2+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $172,226 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $163,189 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $163,077 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $128,229 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 222 W ADAMS ST · CHICAGO, IL 60606 | Investment Management | $119,155 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $118,536 |
MD SASS2+ years Filed as: M.D. SASS INVESTORS SERVICES, INC. Service code 28 1185 AVE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $72,789 |
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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 | 15.14% | 12.33%+2.8pp | 8.32%+6.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $14,121 | $11,641+21.3% | $30,793-54.1% | $14,688-3.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |