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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 52-2288019 | Investment Management | $327,899 |
Filed as: STATE STREET CORPORATION Service code 28 · EIN 22-3361201 | Investment Management | $312,648 |
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $226,969 |
KENNEDY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1225960 | Investment Management | $165,307 |
THE SEGAL COMPANY3+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $124,863 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $120,297 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $98,284 |
AMALGAMATED BANK3+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $90,445 |
Filed as: PARAMETRIC DEFENSIVE EQUITY FUND LL Service code 28 · EIN 45-2531297 | Investment Management | $89,567 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $79,065 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 1.94% | 2.02%-0.1pp | -752.26%+754.2pp | 33.37%-31.4pp |
| Employer contribution / active EE | $15,417 | $12,422+24.1% | $31,802-51.5% | $11,253+37.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |