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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 52 · EIN 80-0618452 | Indirect Investment Fees | $106,013 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $97,510 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C MILLER AND COMPANY, PSC Service code 13 · EIN 35-1820020 | Contract Administrator | $91,762 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, AFLI-CIO BIT Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $80,225 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC CAPITAL MANAGEMENT,INC Service code 17 · EIN 36-4268991 | Pension Consulting | $65,804 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $64,125 |
THE MCLAUGHLIN GROUP1+ years Service code 22 · EIN 53-0156390 | Insurance Broker | $56,496 |
Service code 10 · EIN 61-1129886 | Accounting | $43,267 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $36,798 |
ASCENSUS LLC1+ years Filed as: LEDBETTERS, PARISI, SOLLARS LLC Service code 29 · EIN 03-0599899 | Legal | $18,031 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.77% | 3.49%-2.7pp | 4.16%-3.4pp | 7.18%-6.4pp |
| Employer contribution / active EE | $11,242 | $11,083+1.4% | $29,966-62.5% | $13,095-14.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |