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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $329,265 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $144,716 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
MANZI & ASSOCIATES, LLC5+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,625 |
KELSEY HARDIN5+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $35,620 |
Filed as: MICHAEL P. DONOVAN Service code 30 · EIN 04-2471895 | Employee (plan) | $32,432 |
STATE STREET GLOBAL ADVISORS5+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $30,158 |
JOSHUA WOOD5+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $24,246 |
CHRISTINE KING2 years Filed as: CHRISTINE LAROSA Service code 30 · EIN 04-2471895 | Employee (plan) | $20,176 |
KRAKOW & SOURIS5+ years Service code 29 · EIN 04-3363718 | Legal | $18,523 |
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 | $125,997 | $93,223+35.2% | $112,977+11.5% | $93,223+35.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 82.6%+17.4pp | 74.9%+25.1pp |
| Annual return | 7.83% | 19.29%-11.5pp | 24.24%-16.4pp | 19.29%-11.5pp |
| Employer contribution / active EE | $6,375 | $2,680+137.9% | $4,255+49.8% | $2,680+137.9% |
| Participant deferral / active EE | $0 | $4,563-100.0% | $5,836-100.0% | $4,563-100.0% |
| Admin fee / account holder | $82 | $79+3.1% | $6,294-98.7% | $79+3.1% |