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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. 1300W · BETHESDA, MD 20814 | Investment Management | $164,997 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 605 THIRD AVE · NEW YORK, NY 101583698 | Investment Management | $159,895 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $146,834 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT Service code 28 360 PARK AVENUE S. · NEW YORK, NY 10010 | Investment Management | $128,850 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR. · GOODLETTSVILLE, TN 37070 | Plan Administrator | $104,778 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $81,995 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $74,467 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 301 S. COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $50,768 |
INVESCO3+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $50,478 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $49,135 |
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Employer contribution per participant 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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.07% | 12.33%+2.7pp | 8.32%+6.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $6,437 | $11,641-44.7% | $30,793-79.1% | $14,688-56.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |