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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $97,672 |
CHEIRON8 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $96,399 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $87,038 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $63,315 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $50,000 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $43,194 |
IBEW LOCAL 981 year Service code 15 · EIN 23-0724610 | Recordkeeping | $30,374 |
Filed as: FRANK M. VACARRO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $27,600 |
PNC BANK, N.A.7 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 · EIN 25-1211909 | Recordkeeping | $17,108 |
Service code 28 · EIN 23-2962336 | Investment Management | $16,897 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.30% | 7.15%+1.2pp | 20.18%-11.9pp | 37.74%-29.4pp |
| Employer contribution / active EE | $24,975 | $13,270+88.2% | $29,108-14.2% | $15,788+58.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |