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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $173,496 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $117,057 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $81,031 |
INV PERFORMANCE SERVICE2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $79,645 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $76,599 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $57,255 |
THOMPSON, SIEGEL & WALMSLEY2+ years Service code 28 · EIN 54-0854396 | Investment Management | $50,054 |
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 901 MARQUETTE AVENUE · MINNEAPOLIS, MN 55402 | Investment Management | $46,191 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $39,576 |
SALTER & COMPANY, LLC2+ years Filed as: SALTER & CO., CPA'S Service code 10 · EIN 20-8078757 | Accounting | $35,168 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.05% | 6.13%-0.1pp | 4.74%+1.3pp | 9.19%-3.1pp |
| Employer contribution / active EE | $5,163 | $10,206-49.4% | $36,089-85.7% | $12,608-59.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |