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| Provider | Service type | Compensation |
|---|---|---|
ASSOC. INDUSTRIES INS CO INC1+ years Filed as: ASSOC. THIRD PARTY ADMINISTRATORS Service code 13 · EIN 94-3187938 | Contract Administrator | $345,392 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $314,573 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $139,058 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $135,621 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $111,571 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $100,590 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $96,902 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $86,734 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $80,443 |
RIDGEWORTH1+ years Filed as: KAYNE, ANDERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $79,352 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return 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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.19% | 1.36%-3.5pp | -1.61%-0.6pp | 1.67%-3.9pp |
| Employer contribution / active EE | $9,068 | $10,832-16.3% | $30,840-70.6% | $10,506-13.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |