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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 401 LIBERTY AVENUE, SUITE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $71,833 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 1800 M STREET NW, SUITE 900 · WASHINGTON, DC 20036 | Actuarial | $57,322 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET SUITE 3800 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $47,917 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 17 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE · SAVANNAH, GA 31406 | Pension Consulting | $42,500 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MGMT/CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $34,727 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: HARDMAN JOHNSTON Service code 28 300 ATLANTIC STREET, SUITE 601 · STAMFORD, CT 06901 | Investment Management | $33,831 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $25,241 |
ABATO, RUBENSTEIN & ABATO5+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $13,805 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN INVESTMENT ADVISORY & TRUST C Service code 51 · EIN 26-0680642 12 EAST 49TH STREET, 35TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $11,724 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 85-4643077 20 WIGHT AVENUE, SUITE 210 · HUNT VALLEY, MD 21030 | Accounting | $10,362 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -4.62% | 9.58%-14.2pp | 9.52%-14.1pp | 11.45%-16.1pp |
| Employer contribution / active EE | $2,100 | $21,155-90.1% | $41,951-95.0% | $17,219-87.8% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |