| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 | Investment Management | $229,289 |
BOSTON PARTNERS1+ years Service code 28 · EIN 98-0202744 | Investment Management | $179,942 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET ADVISORS Service code 28 · EIN 04-1867445 | Investment Management | $172,204 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE ASSET MANAGEMENT Service code 28 · EIN 25-1095051 | Investment Management | $156,118 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $141,221 |
MANNING & NAPIER1+ years Service code 28 · EIN 16-0095736 | Investment Management | $116,422 |
UNITED NATIONAL BANK1+ years Service code 19 · EIN 55-0249860 | Securities Custodian | $88,382 |
AB FUNDS1+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 | Investment Management | $79,907 |
STEEL OAKS1+ years Service code 28 · EIN 55-0754821 | Investment Management | $61,362 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 | Investment Management | $48,868 |
Annual investment return 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% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -0.39% | 6.13%-6.5pp | 4.74%-5.1pp | 9.19%-9.6pp |
| Employer contribution / active EE | $10,490 | $10,206+2.8% | $36,089-70.9% | $12,608-16.8% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |