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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-6063733 | Contract Administrator | $486,000 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $452,829 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $282,838 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,000 |
MANZI & ASSOCIATES, LLC8+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,625 |
STATE STREET GLOBAL ADVISORS8+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $36,037 |
KRAKOW & SOURIS2 years Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $7,403 |
THE SEGAL COMPANY6 years Service code 16 · EIN 13-1835864 | Consulting | $6,500 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $0 |
INVESCO8+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $0 |
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 | $144,164 | $103,657+39.1% | $112,504+28.1% | $103,657+39.1% |
| Participation rate | 100.0% | 73.4%+26.6pp | 80.6%+19.4pp | 73.4%+26.6pp |
| Annual return | 4.74% | 33.13%-28.4pp | 34.13%-29.4pp | 33.13%-28.4pp |
| Employer contribution / active EE | $8,483 | $3,216+163.8% | $4,571+85.6% | $3,216+163.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $6,522-100.0% | $5,218-100.0% |
| Admin fee / account holder | $88 | $114-22.6% | $7,048-98.7% | $114-22.6% |