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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-6063733 | Contract Administrator | $474,000 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $424,647 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $178,614 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $41,333 |
MANZI & ASSOCIATES, LLC6+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,625 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $34,725 |
KRAKOW & SOURIS6+ years Service code 29 · EIN 04-3363718 | Legal | $7,765 |
THE SEGAL COMPANY4 years Service code 16 · EIN 13-1835864 | Consulting | $5,869 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $0 |
INVESCO6+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,966 | $101,555+40.8% | $119,237+19.9% | $101,555+40.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 82.7%+17.3pp | 74.5%+25.5pp |
| Annual return | 13.40% | 21.00%-7.6pp | 30.70%-17.3pp | 21.00%-7.6pp |
| Employer contribution / active EE | $7,789 | $2,972+162.1% | $4,383+77.7% | $2,972+162.1% |
| Participant deferral / active EE | $0 | $4,874-100.0% | $6,112-100.0% | $4,874-100.0% |
| Admin fee / account holder | $79 | $139-43.1% | $7,229-98.9% | $139-43.1% |