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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONCIN AVE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $124,320 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE, SUITE · SAVANNAH, GA 31406 | Consulting | $75,000 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 1 UNIVERSITY SQUIRE DRIVE · PRINCETON, NJ 08540 | Investment Management | $45,035 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING (WESTIN STATES) Service code 11 · EIN 13-2619259 7900 N. SAM HOUSTON PARKWAY W, SUIT · HOUSTON, TX 77064 | Actuarial | $44,489 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $43,364 |
JANET A. PANEBIANCO, CPA, PLLC1+ years Filed as: JANET T. AILLET Service code 30 · EIN 72-6057089 8111 TOM DR. · BATON ROUGE, LA 70815 | Employee (plan) | $42,129 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 51 · EIN 58-2236910 TWO MIDTOWN PLAZA STE. 1600 · ATLANTA, GA 30309 | Investment Mgmt Fees | $34,332 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, STE. 400 · CHERRY HILL, NJ 08002 | Other Fees | $29,258 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $25,876 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $25,663 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.69% | 5.13%+2.6pp | 4.74%+3.0pp | 7.18%+0.5pp |
| Employer contribution / active EE | $10,003 | $14,689-31.9% | $36,089-72.3% | $13,095-23.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |