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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $135,704 |
WILLIAM C. EARHART CO., INC.4+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $120,750 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CO. Service code 11 · EIN 94-1503999 | Actuarial | $101,428 |
VERUS1 year Filed as: VERUS CAPITAL Service code 16 · EIN 91-1320111 | Consulting | $90,000 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $70,985 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $70,606 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO INVESTMENT CONSULTING Service code 16 · EIN 36-3555078 | Consulting | $66,400 |
ASB CAPITAL MANAGEMENT3 years Service code 28 7501 WISCONSIN AVE SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $57,249 |
OGLETREE DEAKINS4+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 222 SW COLUMBIA ST, SUITE 1500 · PORTLAND, OR 97201 | Legal | $49,448 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $32,240 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.59% | 2.02%-7.6pp | -752.26%+746.7pp | 33.37%-39.0pp |
| Employer contribution / active EE | $11,325 | $12,422-8.8% | $31,802-64.4% | $11,253+0.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |