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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $406,040 |
NB ALTERNATIVES ADVISERS LLC3+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 51 · EIN 30-0536163 | Investment Mgmt Fees | $348,767 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $345,835 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $287,567 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $217,089 |
Service code 51 · EIN 41-1894024 | Investment Mgmt Fees | $201,851 |
NATIONAL INVESTMENT SERVICES2 years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $200,982 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 51 · EIN 20-1226970 | Investment Mgmt Fees | $181,861 |
SHENKMAN CAPITAL MANAGEMENT2 years Service code 51 461 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Mgmt Fees | $174,292 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $169,214 |
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| 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 | 8.88% | 2.02%+6.9pp | -752.26%+761.1pp | 33.37%-24.5pp |
| Employer contribution / active EE | $14,223 | $12,422+14.5% | $31,802-55.3% | $11,253+26.4% |
| 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% |