| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $286,476 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $282,346 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $263,617 |
BOSTON PARTNERS6+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $257,984 |
UNITED NATIONAL BANK6+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $175,458 |
MANNING & NAPIER6+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $162,997 |
AB FUNDS6+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 P. O. BOX 7247-7930 · PHILADELPHIA, PA 191707930 | Investment Management | $146,802 |
STEEL OAKS6+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $91,007 |
PENN CAPITAL MANAGEMENT6+ years Service code 28 · EIN 22-2796848 3 CRESCENT SRIVE - SUITE 400 · PHILADELPHIA, PA 191121017 | Investment Management | $74,454 |
C.S. MCKEE, L.P.4 years Filed as: C. S. MCKEE ASSET MANAGEMENT Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $59,958 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 35.98% | 12.07%+23.9pp | 8.95%+27.0pp | 15.63%+20.3pp |
| Employer contribution / active EE | $7,092 | $9,481-25.2% | $46,559-84.8% | $11,476-38.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |