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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC9+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $191,028 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-4336976 | Investment Management | $114,948 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $114,043 |
INV PERFORMANCE SERVICE9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $93,238 |
Filed as: WASHINGTON CAPITAL MGMT Service code 28 · EIN 91-1042342 | Investment Management | $84,896 |
TIMES SQUARE CAPITAL MANAGEMENT9+ years Filed as: TIMES SQUARE Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $74,121 |
JOHNSTON ASSET MANAGEMENT9+ years Service code 28 · EIN 13-3257590 | Investment Management | $71,075 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $53,475 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $39,824 |
MCCHESNEY & DALE9+ years Filed as: MCCHESNEY ET AL Service code 29 · EIN 52-1842141 | Legal | $30,358 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.42% | 8.84%-1.4pp | 12.68%-5.3pp | 9.11%-1.7pp |
| Employer contribution / active EE | $7,450 | $8,705-14.4% | $41,609-82.1% | $12,231-39.1% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |