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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $168,444 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $125,363 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $94,869 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $88,098 |
INV PERFORMANCE SERVICE1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $82,126 |
THOMPSON, SIEGEL & WALMSLEY1+ years Service code 28 · EIN 54-0854396 | Investment Management | $71,709 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $65,815 |
MCCHESNEY & DALE1+ years Filed as: MCCHESNEY ET AL Service code 29 · EIN 52-1842141 | Legal | $65,574 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 901 MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $51,904 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $40,839 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 2.82% | -0.09%+2.9pp | -0.81%+3.6pp | 1.67%+1.1pp |
| Employer contribution / active EE | $4,828 | $11,440-57.8% | $38,425-87.4% | $10,506-54.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |