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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN3+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $757,131 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $507,532 |
FOUNDRY PARTNERS3+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $422,591 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $298,381 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $267,782 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 95-1702986 | Contract Administrator | $264,954 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $126,125 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $126,125 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $120,986 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $113,749 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.80% | 2.02%+6.8pp | -752.26%+761.1pp | 33.37%-24.6pp |
| Employer contribution / active EE | $18,877 | $12,422+52.0% | $31,802-40.6% | $11,253+67.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |