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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $110,342 |
CHEIRON6 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $100,326 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $72,441 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $50,000 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $38,875 |
IBEW LOCAL 985 years Filed as: IBEW LOCAL NO 98 Service code 15 · EIN 23-0724610 | Recordkeeping | $30,035 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Filed as: CLEARY, JOSEM, & TRIGIANNI LLP Service code 29 · EIN 23-2657967 | Legal | $29,417 |
Filed as: FRANK M. VACARRO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $25,000 |
PNC BANK, N.A.5 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 · EIN 25-1211909 | Recordkeeping | $14,432 |
KANG HAGGERTY & FETBROYT5 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 · EIN 46-2513534 | Legal | $6,308 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.34% | 24.46%-10.1pp | 11.08%+3.3pp | 13.24%+1.1pp |
| Employer contribution / active EE | $25,448 | $11,981+112.4% | $28,418-10.5% | $14,616+74.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |