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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $118,865 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $110,994 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $109,666 |
Filed as: STRATEGIC CAPITAL INV ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $101,259 |
Service code 49 · EIN 31-0561070 | Other Services | $84,932 |
CUNI, RUST & STRENK2+ years Filed as: CUNI RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $73,825 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $60,576 |
JOHNSON & KROL, LLC2+ years Service code 29 · EIN 36-4342024 | Legal | $50,306 |
Service code 10 · EIN 61-1129886 | Accounting | $42,775 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $41,480 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.88% | 12.33%-1.4pp | 8.32%+2.6pp | 17.84%-7.0pp |
| Employer contribution / active EE | $17,303 | $11,641+48.6% | $30,793-43.8% | $14,688+17.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |