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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Service code 10 · EIN 94-3187938 | Accounting | $426,372 |
Filed as: WA CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $256,659 |
NEWTOWER TRUST COMPANY1+ years Service code 28 · EIN 20-1641876 | Investment Management | $206,916 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $204,058 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310844 | Pension Consulting | $144,156 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARNTERS, INC. Service code 28 · EIN 43-2095408 | Investment Management | $141,411 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $133,060 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES, LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $128,260 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $110,276 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $104,809 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.46% | 1.36%+0.1pp | -1.61%+3.1pp | 1.67%-0.2pp |
| Employer contribution / active EE | $10,636 | $10,832-1.8% | $30,840-65.5% | $10,506+1.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |