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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC8+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $185,491 |
Filed as: WASHINGTON CAPITAL MGMT Service code 28 · EIN 91-1042342 | Investment Management | $154,453 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-4336976 | Investment Management | $143,730 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $140,382 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $116,235 |
INV PERFORMANCE SERVICE8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $97,425 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 · EIN 13-3257590 | Investment Management | $86,355 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $79,836 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Filed as: TIMES SQUARE Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $78,715 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $56,717 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -10.77% | -6.02%-4.7pp | -3.21%-7.6pp | 23.41%-34.2pp |
| Employer contribution / active EE | $6,862 | $11,241-39.0% | $46,051-85.1% | $12,650-45.8% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |