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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON9 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $98,226 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $75,568 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $75,011 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $65,995 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $50,000 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $42,516 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY, JOSEM, & TRIGIANNI LLP Service code 29 · EIN 23-2657967 | Legal | $39,228 |
IBEW LOCAL 982 years Service code 15 · EIN 23-0724610 | Recordkeeping | $30,252 |
PNC BANK, N.A.8 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 · EIN 25-1211909 | Recordkeeping | $18,946 |
KANG HAGGERTY & FETBROYT8 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 · EIN 46-2513534 | Legal | $17,275 |
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Annual investment return 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.19% | 11.08%-2.9pp | 8.10%+0.1pp | 8.76%-0.6pp |
| Employer contribution / active EE | $24,342 | $13,910+75.0% | $28,649-15.0% | $16,664+46.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |