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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $330,825 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $141,967 |
NOELLE HOLLEY1+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $44,928 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 04-3555078 | Advisory (Plan) | $40,000 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $37,500 |
LAUREN TESTA1+ years Filed as: LAUREN BRONSKE Service code 30 · EIN 04-2471895 | Employee (plan) | $35,113 |
DONALD TAYLOR1+ years Filed as: DONALD GUGLIELMUCCI Service code 30 · EIN 04-2471895 | Employee (plan) | $27,114 |
KELSEY HARDIN1+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $24,801 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL DONOVAN Service code 30 · EIN 04-2471895 | Employee (plan) | $24,608 |
Filed as: JOHN BRADLEY Service code 30 · EIN 04-2471895 | Employee (plan) | $21,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,891 | $82,683+23.2% | $133,975-23.9% | $65,292+56.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 4.48% | 9.63%-5.1pp | 29.29%-24.8pp | 11.84%-7.4pp |
| Employer contribution / active EE | $6,176 | $3,583+72.4% | $5,211+18.5% | $2,302+168.3% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $114 | $66+73.2% | $9,324-98.8% | $57+98.5% |