| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $866,254 |
ALGER3 years Filed as: FRED ALGER & COMPANY Service code 28 · EIN 13-2510833 | Investment Management | $778,148 |
CARDAY ASSOCIATES3 years Service code 12 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Direct payment from the plan; Contrac... | $735,610 |
Service code 28 · EIN 11-3786306 | Investment Management | $644,046 |
POST ADVISORY GROUP4+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $635,228 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $523,809 |
ATLANTA CAPITAL MANAGEMENT3 years Service code 28 · EIN 58-2236910 | Investment Management | $487,228 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT - US Service code 28 · EIN 41-1460668 | Investment Management | $416,195 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC Service code 28 · EIN 33-1077887 | Investment Management | $407,606 |
Service code 29 · EIN 52-1958229 | Legal | $381,180 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -2.09% | -1.27%-0.8pp | -0.67%-1.4pp | 33.37%-35.5pp |
| Employer contribution / active EE | $19,631 | $12,021+63.3% | $31,731-38.1% | $11,253+74.5% |
| Participant deferral / active EE | $1,469 | $2,907-49.5% | $473+210.4% | $819+79.4% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |