| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 | Investment Management | $247,518 |
BOSTON PARTNERS2+ years Service code 28 · EIN 98-0202744 | Investment Management | $196,974 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET ADVISORS Service code 28 · EIN 04-1867445 | Investment Management | $165,511 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $154,053 |
MANNING & NAPIER2+ years Service code 28 · EIN 16-0095736 | Investment Management | $113,555 |
UNITED NATIONAL BANK2+ years Service code 19 · EIN 55-0249860 | Securities Custodian | $95,074 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE ASSET MANAGEMENT Service code 28 · EIN 25-1095051 | Investment Management | $94,001 |
AB FUNDS2+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 | Investment Management | $84,628 |
STEEL OAKS2+ years Service code 28 · EIN 55-0754821 | Investment Management | $69,075 |
HARRIS, HARDIN & COMPANY, A.C.2+ years Filed as: HARRIS HARDIN & COMPANY Service code 10 · EIN 55-0756523 | Accounting | $57,378 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.23% | 12.92%-0.7pp | 10.36%+1.9pp | 17.84%-5.6pp |
| Employer contribution / active EE | $10,396 | $14,070-26.1% | $37,738-72.5% | $14,688-29.2% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |