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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $389,630 |
Filed as: WA CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $306,182 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $234,583 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $191,577 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $156,061 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $151,862 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON CO ASSET MGMT, LLC Service code 28 · EIN 04-3404987 | Investment Management | $144,477 |
Service code 17 · EIN 26-4310632 | Pension Consulting | $137,885 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARNTERS, INC. Service code 28 · EIN 43-2095408 | Investment Management | $114,716 |
Filed as: BNY MELLON MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $111,886 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.91% | 12.33%+1.6pp | 8.32%+5.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $13,390 | $11,641+15.0% | $30,793-56.5% | $14,688-8.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |