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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O2+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $4,250,365 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $1,793,211 |
BLACKROCK2+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,555,010 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 | Investment Management | $874,092 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $822,034 |
POST ADVISORY GROUP2+ years Service code 28 · EIN 95-4818300 | Investment Management | $746,384 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $704,037 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $571,957 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $567,891 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $460,922 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 9.66% | 1057.21%-1047.6pp | 8.32%+1.3pp | 1057.21%-1047.6pp |
| Employer contribution / active EE | $13,156 | $14,374-8.5% | $30,793-57.3% | $14,374-8.5% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |