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| Provider | Service type | Compensation |
|---|---|---|
ATPA2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $3,316,391 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,916,457 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $1,456,117 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $1,384,168 |
LOOMIS SAYLES2+ years Filed as: LOOMIS-SAYLES & CO LLP Service code 28 · EIN 04-0320030 | Investment Management | $1,353,183 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $930,207 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $919,831 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $770,191 |
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $667,546 |
SALTZMAN & JOHNSON2+ years Service code 29 · EIN 95-2376174 | Legal | $604,514 |
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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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 6.23% | 10.64%-4.4pp | 4.16%+2.1pp | 10.64%-4.4pp |
| Employer contribution / active EE | $16,954 | $11,561+46.7% | $29,966-43.4% | $11,561+46.7% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |