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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $758,551 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 14 · EIN 94-3089465 | Plan Administrator | $724,080 |
SALTZMAN & JOHNSON9+ years Service code 29 · EIN 95-2376174 | Legal | $357,847 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $227,631 |
US BANK9+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $179,856 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $160,040 |
FOUNDRY PARTNERS9+ years Service code 17 · EIN 46-1184506 | Pension Consulting | $144,843 |
THE SEGAL COMPANY6 years Filed as: SEGAL CO Service code 17 · EIN 94-1503999 | Pension Consulting | $144,216 |
FIERA CAPITAL8 years Service code 28 · EIN 13-2726734 375 PARK AVE, 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $139,109 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $120,833 |
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Participant contribution per participant 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.99% | 7.95%+3.0pp | 20.18%-9.2pp | 9.11%+1.9pp |
| Employer contribution / active EE | $10,455 | $14,684-28.8% | $29,108-64.1% | $12,231-14.5% |
| Participant deferral / active EE | $800 | $520+54.1% | $6+13109.6% | $1,272-37.1% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |