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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $385,652 |
NB ALTERNATIVES ADVISERS LLC2+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 51 · EIN 30-0536163 | Investment Mgmt Fees | $342,929 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $251,730 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $233,989 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $210,592 |
Service code 51 · EIN 41-1894024 | Investment Mgmt Fees | $200,418 |
GOLDMAN SACHS1 year Filed as: CRESCENT MEZZANINE PARTNERS VIIB Service code 28 · EIN 47-3358654 | Investment Management | $177,885 |
Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $166,577 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $163,674 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INTERNATIONAL EQUITY Service code 51 · EIN 94-2990534 | Investment Mgmt Fees | $161,822 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.65% | 12.33%-2.7pp | 8.32%+1.3pp | 17.84%-8.2pp |
| Employer contribution / active EE | $14,202 | $11,641+22.0% | $30,793-53.9% | $14,688-3.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |