| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $968,470 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 12 · EIN 95-1702986 | Direct payment from the plan; Claims ... | $737,020 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD HOLDING GROUP INC Service code 28 · EIN 13-3160186 | Investment Management | $557,106 |
ALGER1+ years Filed as: FRED ALGER MGMT Service code 28 · EIN 13-2510833 | Investment Management | $553,116 |
POST ADVISORY GROUP1+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $409,105 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC Service code 28 · EIN 33-1077887 | Investment Management | $381,839 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MGMT COMPANY Service code 28 · EIN 58-2236910 | Investment Management | $375,962 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $357,331 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT-US Service code 28 · EIN 41-1460668 | Investment Management | $343,407 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MGMT Service code 28 · EIN 13-3257590 | Investment Management | $319,313 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | 2.39% | 1.67%+0.7pp | -1.08%+3.5pp | 1.67%+0.7pp |
| Employer contribution / active EE | $17,032 | $10,506+62.1% | $35,779-52.4% | $10,506+62.1% |
| Participant deferral / active EE | $842 | $1,562-46.1% | $238+253.3% | $1,562-46.1% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |