| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $286,249 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $283,323 |
BOSTON PARTNERS5+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $253,472 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $218,778 |
UNITED NATIONAL BANK5+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $146,356 |
AB FUNDS5+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 P. O. BOX 7247-7930 · PHILADELPHIA, PA 191707930 | Investment Management | $116,828 |
MANNING & NAPIER5+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $109,599 |
STEEL OAKS5+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $91,413 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET ADVISORS Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $88,224 |
PENN CAPITAL MANAGEMENT5+ years Service code 28 · EIN 22-2796848 3 CRESCENT SRIVE - SUITE 400 · PHILADELPHIA, PA 191121017 | Investment Management | $64,577 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -6.19% | 9.48%-15.7pp | 9.52%-15.7pp | 12.86%-19.1pp |
| Employer contribution / active EE | $7,122 | $12,808-44.4% | $41,951-83.0% | $13,687-48.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |