| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE1 year Filed as: BLACKSTONE PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $29,732 |
ADAMS STREET1 year Service code 28 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $26,863 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 27 · EIN 55-0572859 3150 U. S. ROUTE 60 · ONA, WV 25545 | Advisory (Plan) | $0 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $0 |
BOSTON PARTNERS9+ years Service code 28 · EIN 98-0202744 909 3RD AVENUE - FLOOR 32 · NEW YORK, NY 100224751 | Investment Management | $0 |
Filed as: BOYD WATTTERSON ASSET MGMT Service code 28 · EIN 34-1922005 1301 E 9TH STRET · CLEVELAND, OH 44114 | Investment Management | $0 |
C.S. MCKEE, L.P.7 years Filed as: C. S. MCKEE ASSET MANAGEMENT Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $0 |
Filed as: CHARTWELL INVESTMENTS Service code 28 · EIN 23-2891243 1235 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $0 |
DEPRINCE, RACE & ZOLLO9+ years Service code 28 · EIN 59-3299598 250 S PARK AVENUE · WINTER PLACE, FL 257011321 | Investment Management | $0 |
Service code 10 · EIN 55-0756523 404 NINTH STREET - SUITE 201 · HUNTINGTON, WV 25701 | Accounting | $0 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.18% | 5.34%+6.8pp | 9.17%+3.0pp | 9.30%+2.9pp |
| Employer contribution / active EE | $12,875 | $9,329+38.0% | $40,523-68.2% | $12,551+2.6% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |