| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $272,553 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $248,357 |
BOSTON PARTNERS4+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $240,732 |
UNITED NATIONAL BANK4+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $133,993 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET ADVISORS Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $114,086 |
AB FUNDS4+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 P. O. BOX 7247-7930 · PHILADELPHIA, PA 191707930 | Investment Management | $108,731 |
MANNING & NAPIER4+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $97,210 |
STEEL OAKS4+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $87,048 |
PENN CAPITAL MANAGEMENT4+ years Service code 28 · EIN 22-2796848 3 CRESCENT SRIVE - SUITE 400 · PHILADELPHIA, PA 191121017 | Investment Management | $59,420 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE - SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $53,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 5.99% | 16.24%-10.3pp | 14.64%-8.6pp | 1023.85%-1017.9pp |
| Employer contribution / active EE | $8,243 | $16,860-51.1% | $41,831-80.3% | $11,605-29.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |