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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 21 · EIN 80-0618452 | Bank Trustee | $119,366 |
CHEIRON1 year Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $93,741 |
SEI INVESTMENTS2+ years Service code 21 · EIN 23-3060382 | Bank Trustee | $82,782 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 28 · EIN 36-3555078 | Investment Management | $75,604 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $59,275 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $44,815 |
Service code 13 · EIN 23-2082042 | Contract Administrator | $37,073 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $15,032 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY, JOSEM, & TRIGIANNI LLP Service code 29 · EIN 23-2657967 | Legal | $13,100 |
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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% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.87% | 3.49%+3.4pp | 4.16%+2.7pp | 7.18%-0.3pp |
| Employer contribution / active EE | $25,774 | $11,083+132.6% | $29,966-14.0% | $13,095+96.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |