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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $115,667 |
CHEIRON7 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $93,304 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $85,581 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $50,000 |
NOVAK FRANCELLA LLC8+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $40,356 |
IBEW LOCAL 986 years Filed as: IBEW LOCAL NO 98 Service code 15 · EIN 23-0724610 | Recordkeeping | $30,303 |
Filed as: FRANK M. VACARRO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $25,000 |
ULLICO1 year Filed as: ULLICO INFRATRUCTURE FUND LP Service code 28 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $19,384 |
PNC BANK, N.A.6 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 · EIN 25-1211909 | Recordkeeping | $15,250 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Filed as: CLEARY, JOSEM, & TRIGIANNI LLP Service code 29 · EIN 23-2657967 | Legal | $8,605 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.00% | -8.26%-2.7pp | -5.85%-5.2pp | 2.77%-13.8pp |
| Employer contribution / active EE | $25,168 | $12,543+100.7% | $31,839-21.0% | $15,262+64.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |