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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 21 · EIN 80-0618452 | Bank Trustee | $124,289 |
CHEIRON2 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $112,963 |
SEI INVESTMENTS3+ years Service code 21 · EIN 23-3060382 | Bank Trustee | $95,036 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $61,403 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $50,984 |
IBEW LOCAL 981 year Filed as: IBEW LOCAL NO 98 Service code 15 · EIN 23-0724610 | Recordkeeping | $49,141 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 28 · EIN 36-3555078 | Investment Management | $37,500 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $35,544 |
CLEARY, JOSEM & TRIGIANI LLP3+ years Filed as: CLEARY, JOSEM, & TRIGIANNI LLP Service code 29 · EIN 23-2657967 | Legal | $33,653 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 · EIN 46-2513534 | Legal | $10,829 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.26% | 11.78%-1.5pp | 8.32%+1.9pp | 23.90%-13.6pp |
| Employer contribution / active EE | $24,341 | $11,309+115.2% | $30,793-21.0% | $16,539+47.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |