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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $164,736 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $120,097 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $95,244 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 13-3257590 | Investment Management | $89,841 |
INV PERFORMANCE SERVICE4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $87,690 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $75,622 |
THOMPSON, SIEGEL & WALMSLEY4+ years Service code 28 · EIN 54-0854396 | Investment Management | $43,077 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $42,008 |
SALTER & COMPANY, LLC4+ years Filed as: SALTER & CO., CPA'S Service code 10 · EIN 20-8078757 | Accounting | $37,543 |
ULLICO4+ years Service code 28 · EIN 13-1423090 | Investment Management | $34,012 |
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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 | -3.22% | -0.94%-2.3pp | -2.18%-1.0pp | 33.37%-36.6pp |
| Employer contribution / active EE | $5,273 | $12,464-57.7% | $38,751-86.4% | $11,253-53.1% |
| 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% |