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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1500W · BETHESDA, MD 20814 | Investment Management | $106,305 |
INVESTMENT PERFORMANCE SERVICES3+ 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 COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 5990 GREENWOOD PLAZA, SUITE 118 · DENVER, CO 80111 | Actuarial | $46,286 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 1 UNIVERSITY SQUIRE DRIVE · PRINCETON, NJ 08540 | Bank Trustee | $43,570 |
JANET A. PANEBIANCO, CPA, PLLC3+ years Filed as: JANET T. AILLET Service code 30 · EIN 72-6057089 8111 TOM DR. · BATON ROUGE, LA 70815 | Employee (plan) | $42,218 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 1075 PEACHTREE STREET NE, SUITE 210 · ATLANTA, GA 30309 | Securities brokerage commissions and ... | $37,948 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $30,458 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 300 ATLANTIC STREET, SUITE 601 · STAMFORD, CT 06901 | Investment Management | $28,653 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $26,455 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $26,050 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 10.63% | -1.12%+11.8pp | -2.18%+12.8pp | 0.19%+10.4pp |
| Employer contribution / active EE | $12,280 | $12,052+1.9% | $38,751-68.3% | $13,763-10.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |