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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $344,785 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $264,324 |
KRAW LAW GROUP3 years Service code 29 · EIN 32-0465891 | Legal | $246,665 |
Service code 28 · EIN 91-1042342 | Investment Management | $242,670 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $218,072 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $167,437 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $155,691 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $145,272 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $117,636 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON TRUST COMPANY Service code 19 · EIN 95-3571558 | Securities Custodian | $104,173 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.04% | 12.20%+5.8pp | 10.56%+7.5pp | 21.83%-3.8pp |
| Employer contribution / active EE | $16,216 | $12,801+26.7% | $30,199-46.3% | $12,237+32.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |