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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPTIAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $146,092 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $121,513 |
HNS MGMT CO INC7+ years Service code 14 · EIN 06-1002064 | Plan Administrator | $114,458 |
Filed as: ABERDEEN STANDARD INVESTMENTS, INC. Service code 28 · EIN 51-0368279 | Investment Management | $93,928 |
Service code 28 · EIN 76-0589652 | Investment Management | $89,936 |
DAHAB ASSOCIATES6 years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $66,398 |
COLUMBIA5 years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 04-3480839 | Investment Management | $44,357 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING, INC. Service code 11 · EIN 06-1053228 | Actuarial | $29,165 |
SHIPMAN & GOODWIN LLP7+ years Service code 29 · EIN 06-0640174 | Legal | $28,778 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 16.63% | 16.75%-0.1pp | 14.84%+1.8pp | 13.24%+3.4pp |
| Employer contribution / active EE | $12,208 | $16,291-25.1% | $37,950-67.8% | $14,616-16.5% |
| Participant deferral / active EE | $3,124 | $2,055+52.1% | $127+2352.5% | $830+276.4% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |