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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $179,904 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $128,167 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-4336976 | Investment Management | $121,333 |
ALGER7+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $119,147 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 13-3257590 | Investment Management | $109,235 |
INV PERFORMANCE SERVICE7+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $100,882 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMES SQUARE Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $100,270 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $96,525 |
Filed as: WASHINGTON CAPITAL MGMT Service code 28 · EIN 91-1042342 | Investment Management | $94,112 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $91,440 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 13.50% | 12.07%+1.4pp | 8.95%+4.6pp | 15.63%-2.1pp |
| Employer contribution / active EE | $6,210 | $9,481-34.5% | $46,559-86.7% | $11,476-45.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |