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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-6063733 | Contract Administrator | $486,000 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $360,003 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $248,466 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $54,552 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,000 |
MANZI & ASSOCIATES, LLC9+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $38,625 |
KRAKOW & SOURIS3 years Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $9,718 |
THE SEGAL COMPANY7 years Service code 16 · EIN 13-1835864 | Consulting | $8,500 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT Service code 28 · EIN 94-9907844 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,285 | $99,062+62.8% | $103,476+55.9% | $99,062+62.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 80.5%+19.5pp | 71.6%+28.4pp |
| Annual return | 12.90% | 17.66%-4.8pp | 23.90%-11.0pp | 17.66%-4.8pp |
| Employer contribution / active EE | $8,070 | $3,262+147.4% | $4,672+72.7% | $3,262+147.4% |
| Participant deferral / active EE | $0 | $5,331-100.0% | $6,623-100.0% | $5,331-100.0% |
| Admin fee / account holder | $84 | $109-22.5% | $9,413-99.1% | $109-22.5% |