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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $509,696 |
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $311,025 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $181,831 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $131,085 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $121,717 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $121,463 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $94,096 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $84,867 |
RIDGEWORTH3+ years Filed as: KAYNE, ANDERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $84,797 |
KRAW LAW GROUP2 years Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $70,040 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.80% | 12.33%+2.5pp | 8.32%+6.5pp | 17.84%-3.0pp |
| Employer contribution / active EE | $6,741 | $11,641-42.1% | $30,793-78.1% | $14,688-54.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |