See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $383,936 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $169,464 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
MANZI & ASSOCIATES, LLC4+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $37,500 |
KELSEY HARDIN4+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $35,620 |
MICHAEL F. YATES & COMPANY, INC.4+ years Filed as: MICHAEL DONOVAN Service code 30 · EIN 04-2471895 | Employee (plan) | $31,200 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $24,661 |
JOSHUA WOOD4+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $23,691 |
CHRISTINE KING1 year Filed as: CHRISTINE LAROSA Service code 30 · EIN 04-2471895 | Employee (plan) | $20,176 |
NOELLE HOLLEY4+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $14,456 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,623 | $110,760+6.2% | $162,163-27.5% | $82,204+43.1% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 7.90% | 22.97%-15.1pp | 115.59%-107.7pp | 26.31%-18.4pp |
| Employer contribution / active EE | $7,575 | $4,437+70.7% | $5,614+34.9% | $2,707+179.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,298-100.0% | $4,246-100.0% |
| Admin fee / account holder | $86 | $65+31.7% | $10,843-99.2% | $76+13.5% |