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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. 1300W · BETHESDA, MD 20814 | Investment Management | $222,678 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $130,277 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT Service code 28 360 PARK AVENUE S. · NEW YORK, NY 10010 | Investment Management | $125,888 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 605 THIRD AVE · NEW YORK, NY 101583698 | Investment Management | $105,774 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR. · GOODLETTSVILLE, TN 37070 | Plan Administrator | $101,689 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $84,323 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $82,764 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 301 S. COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $52,162 |
DANIELS, IRWIN & AYLOR5+ years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $52,000 |
INVESCO5+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $51,920 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.34% | 12.20%+7.1pp | 10.56%+8.8pp | 21.83%-2.5pp |
| Employer contribution / active EE | $6,882 | $12,801-46.2% | $30,199-77.2% | $12,237-43.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |