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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN4+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $723,451 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 95-1702986 | Contract Administrator | $281,993 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $278,258 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $261,770 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $259,461 |
FOUNDRY PARTNERS4+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $198,872 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $170,393 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $170,393 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $121,371 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $107,399 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.89% | 12.20%-8.3pp | 10.56%-6.7pp | 21.83%-17.9pp |
| Employer contribution / active EE | $20,485 | $12,801+60.0% | $30,199-32.2% | $12,237+67.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |