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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $450,494 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $339,056 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $99,101 |
Filed as: ZENITH Service code 13 · EIN 52-1590516 | Contract Administrator | $97,619 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT Service code 27 · EIN 23-2384840 | Advisory (Plan) | $89,331 |
THE SEGAL COMPANY10+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $84,605 |
PNC BANK, N.A.1 year Filed as: PNC BANK, N.A Service code 19 · EIN 25-1211909 | Securities Custodian | $80,929 |
YOUNG CONAWAY STARGATT & TAYLOR LLP10+ years Service code 29 · EIN 51-0082644 | Legal | $34,193 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 | Legal | $27,854 |
Filed as: DANIEL A. WINTERS Service code 10 · EIN 23-2586736 | Accounting | $12,887 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.14% | 11.08%-0.9pp | 8.10%+2.0pp | 8.76%+1.4pp |
| Employer contribution / active EE | $13,672 | $13,910-1.7% | $28,649-52.3% | $16,650-17.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |