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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES4+ years Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR · COLUMBIA, MD 21046 | Contract Administrator | $290,578 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618554 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $135,079 |
ALSTON & BIRD LLP4+ years Filed as: ALTON & BIRD LLP Service code 29 · EIN 58-0137615 950 F STREET N.W. · WASHINGTON, DC 20004 | Legal | $110,619 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 231 S LASALLE ST, STE 400 · CHICAGO, IL 60604 | Investment Management | $102,417 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $99,008 |
DOVER VIII ASSOCIATES, L.P4+ years Service code 28 · EIN 30-0692313 ONE FINANCIAL CTR 44TH FL · BOSTON, MA 02111 | Investment Management | $93,559 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $90,000 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 323 WASHINGTON AVE N 360 · MINNEAPOLIS, MN 55401 | Investment Management | $84,787 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 333 W 34TH STREET · NEW YORK, NY 10001 | Actuarial | $75,039 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR, ST 100 · BERWYN, PA 19312 | Investment Management | $62,476 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.74% | -0.94%-2.8pp | -2.18%-1.6pp | 33.37%-37.1pp |
| Employer contribution / active EE | $4,324 | $12,464-65.3% | $38,751-88.8% | $11,253-61.6% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |