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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-3089465 | Contract Administrator | $400,228 |
Service code 28 · EIN 91-1042342 | Investment Management | $378,149 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $328,941 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $235,823 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $185,617 |
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $171,424 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $119,949 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $111,438 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON TRUST COMPANY Service code 19 · EIN 95-3571558 | Securities Custodian | $85,311 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE ADVISORY SERVICES, LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $83,506 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.43% | -7.95%-0.5pp | -5.85%-2.6pp | 23.41%-31.8pp |
| Employer contribution / active EE | $15,445 | $13,972+10.5% | $31,839-51.5% | $12,650+22.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |