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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $344,491 |
BENESYS, INC.5 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $338,931 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Filed as: SANDS CAPITAL MANAGEMENT, INC Service code 28 · EIN 20-2830751 | Investment Management | $218,429 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $130,344 |
RIDGEWORTH6+ years Filed as: KAYNE, ANDERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $127,212 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $102,729 |
CHEIRON6+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $93,649 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $93,211 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $77,412 |
Service code 28 · EIN 91-1042342 | Investment Management | $70,590 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.08% | 6.82%+5.3pp | 8.01%+4.1pp | 12.86%-0.8pp |
| Employer contribution / active EE | $6,577 | $12,695-48.2% | $29,476-77.7% | $13,687-51.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |