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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 51 · EIN 41-1460668 50 SOUTH SIXTH STREET, SUITE 2350 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $207,272 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR SECONDARY OPPORTUNITI Service code 51 · EIN 98-1345307 900 NORTH MICHIGAN AVENUE, SUITE 11 · CHICAGO, IL 60611 | Investment Mgmt Fees | $138,937 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $135,862 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1400 WEST · BETHESDA, MD 20814 | Investment Mgmt Fees | $108,097 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $86,701 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPMANY (EASTERN STATES) Service code 11 · EIN 13-2619259 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Actuarial | $78,830 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $73,056 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $71,089 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 1251 AVENUES OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $61,279 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 7.15% | 4.52%+2.6pp | -0.70%+7.8pp | 0.19%+7.0pp |
| Employer contribution / active EE | $19,081 | $13,719+39.1% | $28,903-34.0% | $13,763+38.6% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |