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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE4 years Filed as: BLACKSTONE INFRASTRUCTURE PARTNERS Service code 19 345 PARK AVE · NEW YORK, NY 10154 | Securities Custodian | $156,392 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DR. · GOODLETTSVILLE, TN 37070 | Plan Administrator | $147,223 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. 1300W · BETHESDA, MD 20814 | Investment Management | $141,721 |
NEUBERGER BERMAN8+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 605 THIRD AVE · NEW YORK, NY 101583698 | Investment Management | $128,714 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $122,735 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $122,302 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $103,313 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT Service code 28 360 PARK AVENUE S. · NEW YORK, NY 10010 | Investment Management | $99,634 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 15935 LA CANTERA PKWY · SAN ANTONIO, TX 78256 | Investment Management | $92,783 |
INVESCO8+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $59,690 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.72% | -7.95%-2.8pp | -5.85%-4.9pp | 23.41%-34.1pp |
| Employer contribution / active EE | $8,300 | $13,972-40.6% | $31,839-73.9% | $12,650-34.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |