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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $366,728 |
Service code 28 · EIN 91-1042342 | Investment Management | $251,516 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $156,099 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $142,259 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARNTERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $132,043 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $117,594 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $110,263 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 | Actuarial | $99,313 |
KRAW LAW GROUP2 years Service code 29 · EIN 32-0465891 | Legal | $95,530 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON CO ASSET MGMT, LLC Service code 28 · EIN 04-3404987 | Investment Management | $87,151 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.17% | 2.02%-5.2pp | -752.26%+749.1pp | 33.37%-36.5pp |
| Employer contribution / active EE | $14,430 | $12,422+16.2% | $31,802-54.6% | $11,253+28.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |