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| Provider | Service type | Compensation |
|---|---|---|
NEIL SANDY5+ years Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $115,682 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $101,819 |
KATHY JAMES3 years Filed as: KATHY ZAMBRANO Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $84,950 |
ALGER5+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $80,160 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 11-3786306 | Investment Management | $78,601 |
SAMANTHA SCHROFF2 years Filed as: SAMANTHA DIAZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $78,510 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $74,484 |
GCM GROSVENOR5+ years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $69,869 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $66,796 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $61,886 |
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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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 14.23% | 221.56%-207.3pp | 29.77%-15.5pp | 53.27%-39.0pp |
| Employer contribution / active EE | $3,060 | $12,096-74.7% | $33,607-90.9% | $14,774-79.3% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |