| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $256,785 |
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE · NEW YORK, NY 10022 | Investment Management | $232,926 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET ADVISORS Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $145,316 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $135,173 |
UNITED NATIONAL BANK3+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $118,880 |
AB FUNDS1 year Filed as: ALLIANCE CAPITAL MANAGMENT Service code 28 · EIN 31-3434400 P. O. BOX 7247 · PHILADELPHIA, PA 19170 | Investment Management | $101,561 |
MANNING & NAPIER3+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $88,952 |
STEEL OAKS3+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $81,114 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL MANAGMENT Service code 28 · EIN 22-2796848 3 CRESCENT DRIVE · PHILADELPHIA, PA 19112 | Investment Management | $57,781 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE · ST. PAUL, MN 55116 | Advisory (Plan) | $51,900 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.32% | -0.94%+11.3pp | -2.18%+12.5pp | 33.37%-23.0pp |
| Employer contribution / active EE | $11,925 | $12,464-4.3% | $38,751-69.2% | $11,253+6.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |