Filed March 14, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI Service code 19 · EIN 23-1707341 | Securities Custodian | $1,023,109 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $180,654 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $88,162 |
MANZI & ASSOCIATES, LLC6+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $55,552 |
ROBERT CHEVERIE6+ years Service code 29 · EIN 06-1335139 | Legal | $51,986 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $38,000 |
ANDCO CONSULTING5 years Service code 16 · EIN 59-3676225 | Consulting | $30,000 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $27,486 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $23,146 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $18,812 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 21.21% | 19.37%+1.8pp | 11.08%+10.1pp | 15.63%+5.6pp |
| Employer contribution / active EE | $13,428 | $13,107+2.4% | $28,418-52.7% | $11,476+17.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |