| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $961,455 |
CARDAY ASSOCIATES2 years Service code 12 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator; Claims processing... | $659,591 |
POST ADVISORY GROUP3+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $585,278 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $581,982 |
ALGER2 years Filed as: FRED ALGER & COMPANY Service code 28 · EIN 13-2510833 | Investment Management | $565,820 |
ATLANTA CAPITAL MANAGEMENT2 years Service code 28 · EIN 58-2236910 | Investment Management | $446,525 |
WESTWOOD TRUST2 years Filed as: WESTWOOD HOLDINGS GROUP, INC Service code 28 · EIN 13-3160186 | Investment Management | $408,814 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC Service code 28 · EIN 33-1077887 | Investment Management | $397,146 |
Service code 29 · EIN 52-1958229 | Legal | $298,789 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT - US Service code 28 · EIN 41-1460668 | Investment Management | $292,463 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.44% | 13.46%-1.0pp | 9.39%+3.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $18,373 | $16,846+9.1% | $33,466-45.1% | $14,688+25.1% |
| Participant deferral / active EE | $1,533 | $2,459-37.7% | $657+133.2% | $770+99.2% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |