| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,067,326 |
ALGER1 year Filed as: FRED ALGER & COMPANY Service code 28 · EIN 13-2510833 | Investment Management | $538,847 |
WESTWOOD TRUST1 year Filed as: WESTWOOD HOLDINGS GROUP, INC Service code 28 · EIN 13-3160186 | Investment Management | $515,456 |
POST ADVISORY GROUP2+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $502,399 |
AMERICAN REALTY ADVISORS1 year Filed as: ZENTIH AMERICAN SOLUTIONS Service code 12 · EIN 95-1702986 | Plan Administrator; Direct payment fr... | $461,626 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC Service code 28 · EIN 33-1077887 | Investment Management | $435,042 |
Service code 28 · EIN 58-2236910 | Investment Management | $391,484 |
Filed as: RBC GLOBAL ASSET MANAGEMENT - US Service code 28 · EIN 41-1460668 | Investment Management | $385,726 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $329,933 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $313,510 |
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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 6.46% | 5.69%+0.8pp | 3.97%+2.5pp | 9.19%-2.7pp |
| Employer contribution / active EE | $17,041 | $14,808+15.1% | $28,168-39.5% | $12,608+35.2% |
| Participant deferral / active EE | $841 | $2,219-62.1% | $274+206.6% | $1,615-47.9% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |