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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-6063733 | Contract Administrator | $522,000 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $344,798 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $253,007 |
STATE STREET GLOBAL ADVISORS10+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $59,033 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,000 |
MANZI & ASSOCIATES, LLC10+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,752 |
KRAKOW & SOURIS4 years Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $9,053 |
THE SEGAL COMPANY8 years Service code 16 · EIN 13-1835864 | Consulting | $7,500 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $6,245 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,586 | $102,364+71.5% | $118,106+48.7% | $102,364+71.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.9%+18.1pp | 82.9%+17.1pp |
| Annual return | 9.18% | 13.75%-4.6pp | 19.44%-10.3pp | 13.75%-4.6pp |
| Employer contribution / active EE | $8,602 | $3,994+115.4% | $4,698+83.1% | $3,994+115.4% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $6,619-100.0% | $5,690-100.0% |
| Admin fee / account holder | $88 | $214-59.0% | $8,973-99.0% | $214-59.0% |