| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS7+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $336,653 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $285,226 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $276,583 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $264,213 |
MANNING & NAPIER7+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $193,105 |
UNITED NATIONAL BANK7+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $180,086 |
AB FUNDS7+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 P. O. BOX 7247-7930 · PHILADELPHIA, PA 191707930 | Investment Management | $169,117 |
STEEL OAKS7+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $106,294 |
TA REALTY1 year Filed as: TA REALTY CORE PROPERTY FUND Service code 28 · EIN 04-3341880 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $88,091 |
PENN CAPITAL MANAGEMENT7+ years Service code 28 · EIN 22-2796848 3 CRESCENT SRIVE - SUITE 400 · PHILADELPHIA, PA 191121017 | Investment Management | $79,615 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | 10.67% | -6.02%+16.7pp | -3.21%+13.9pp | 23.41%-12.7pp |
| Employer contribution / active EE | $11,427 | $11,241+1.7% | $46,051-75.2% | $12,650-9.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |