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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Securities Custodian | $248,729 |
MARCO CONSULTING GROUP9+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $211,121 |
Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUITE 100 · PALM BEACH GARDENTS, FL 33410 | Investment Management | $201,624 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $193,158 |
SMITH GRAHAM9+ years Filed as: SMITH GRAHAM & CO Service code 51 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Mgmt Fees | $151,911 |
SUSAN FLAHERTY2 years Filed as: SUSAN PERNEY Service code 30 · EIN 43-6058365 | Employee (plan) | $145,680 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $136,664 |
BOSTON TRUST WALDEN COMPANY5 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $136,658 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370688 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $123,832 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $111,932 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 8.27% | 33.11%-24.8pp | 14.20%-5.9pp | 33.11%-24.8pp |
| Employer contribution / active EE | $1,412 | $9,000-84.3% | $29,492-95.2% | $9,000-84.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |