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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $133,584 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $121,457 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $108,588 |
Filed as: STRATEGIC CAPITAL INV ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $98,930 |
Service code 49 · EIN 31-0561070 | Other Services | $90,424 |
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 | Legal | $76,579 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $60,400 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $60,037 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $39,118 |
Service code 10 · EIN 61-1129886 | Accounting | $38,325 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 1.09% | 3.63%-2.5pp | 4.16%-3.1pp | 9.19%-8.1pp |
| Employer contribution / active EE | $15,959 | $11,363+40.4% | $29,966-46.7% | $12,608+26.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |