| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 7501 WISCONSIN AVE SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $298,689 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: WILLIAM C. EARHART CO. Service code 10 · EIN 93-0509592 | Accounting | $217,870 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $216,955 |
IRON BRIDGE CAPITAL MANAGEMENT2+ years Filed as: IRONBRIDGE CAPITAL MANAGEMENT LP Service code 28 · EIN 36-4255832 | Investment Management | $209,187 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $192,758 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $145,132 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $119,814 |
MCMORGAN & COMPANY LLC2+ years Service code 28 · EIN 52-2334338 | Investment Management | $103,467 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $95,558 |
RVK, INC.2+ years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 27 · EIN 93-0910651 | Advisory (Plan) | $90,000 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.10% | 3.63%+4.5pp | 4.16%+3.9pp | 9.19%-1.1pp |
| Employer contribution / active EE | $10,304 | $11,363-9.3% | $29,966-65.6% | $12,608-18.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |