| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $282,619 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $268,895 |
BOSTON PARTNERS8+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $268,309 |
Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 111 NORTH CANAL STREET · CHICAGO, IL 60606 | Investment Management | $238,136 |
TA REALTY2 years Filed as: TA REALTY CORE PROPERTY FUND Service code 28 · EIN 04-3341880 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $189,795 |
MANNING & NAPIER8+ years Service code 28 · EIN 16-0095736 6099 RIVERSIDE DRIVE · DUBLIN, OH 43017 | Investment Management | $175,231 |
UNITED NATIONAL BANK8+ years Service code 19 · EIN 55-0249860 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25322 | Securities Custodian | $158,513 |
AB FUNDS8+ years Filed as: ALLIANCE CAPITAL MANAGEMENT Service code 28 · EIN 31-3434400 P. O. BOX 7247-7930 · PHILADELPHIA, PA 191707930 | Investment Management | $111,024 |
STEEL OAKS8+ years Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $85,726 |
PENN CAPITAL MANAGEMENT8+ years Service code 28 · EIN 22-2796848 3 CRESCENT SRIVE - SUITE 400 · PHILADELPHIA, PA 191121017 | Investment Management | $71,560 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | -5.22% | 8.84%-14.1pp | 12.68%-17.9pp | 9.11%-14.3pp |
| Employer contribution / active EE | $11,819 | $8,705+35.8% | $41,626-71.6% | $12,231-3.4% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |