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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONCIN AVE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $130,292 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $75,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 7900 N. SAM HOUSTON PARKWAY W, SUIT · HOUSTON, TX 77064 | Actuarial | $44,878 |
JANET A. PANEBIANCO, CPA, PLLC2+ years Filed as: JANET T. AILLET Service code 30 · EIN 72-6057089 8111 TOM DR. · BATON ROUGE, LA 70815 | Employee (plan) | $41,422 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $39,390 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 1 UNIVERSITY SQUIRE DRIVE · PRINCETON, NJ 08540 | Bank Trustee | $36,448 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 TWO MIDTOWN PLAZA STE. 1600 · ATLANTA, GA 30309 | Soft dollars commissions; Securities ... | $33,791 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $26,706 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 400 · BERWYN, PA 19312 | Investment Management | $26,143 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $23,646 |
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Annual investment return 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 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.82% | 13.03%-3.2pp | 10.36%-0.5pp | 23.90%-14.1pp |
| Employer contribution / active EE | $11,921 | $15,779-24.5% | $37,738-68.4% | $16,539-27.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |