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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $149,781 |
STANDARD DATA2+ years Filed as: STANDARD DATA CORPORATION Service code 15 · EIN 13-1945595 | Recordkeeping | $133,594 |
NEIL SANDY2+ years Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $124,964 |
VERONICA DYER2+ years Filed as: VERONICA RODRIGUEZ Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $119,912 |
GCM GROSVENOR2+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $117,244 |
MONIQUE RAMOS2+ years Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $108,193 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $89,323 |
ALGER2+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $78,934 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 11-3786306 | Investment Management | $73,545 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $71,040 |
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Employer 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.07% | 17.94%-11.9pp | 5.44%+0.6pp | 7.18%-1.1pp |
| Employer contribution / active EE | $1,499 | $12,263-87.8% | $25,481-94.1% | $13,095-88.6% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |