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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. 1300W · BETHESDA, MD 20814 | Investment Management | $180,615 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $176,018 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT Service code 28 360 PARK AVENUE S. · NEW YORK, NY 10010 | Investment Management | $134,416 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR. · GOODLETTSVILLE, TN 37070 | Plan Administrator | $101,576 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $85,574 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 605 THIRD AVE · NEW YORK, NY 101583698 | Investment Management | $70,819 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 15935 LA CANTERA PKWY · SAN ANTONIO, TX 78256 | Investment Management | $70,766 |
BLACKSTONE2 years Filed as: BLACKSTONE INFRASTRUCTURE PARTNERS Service code 19 345 PARK AVE · NEW YORK, NY 10154 | Securities Custodian | $63,937 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $54,824 |
INVESCO6+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $52,251 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.47% | 6.82%+7.6pp | 8.01%+6.5pp | 12.86%+1.6pp |
| Employer contribution / active EE | $6,532 | $12,695-48.5% | $29,476-77.8% | $13,687-52.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |