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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1590516 | Contract Administrator | $134,939 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $106,924 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 52 · EIN 80-0618452 | Indirect Investment Fees | $97,945 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, AFLI-CIO BIT Service code 51 · EIN 22-1146430 | Investment Mgmt Fees | $74,251 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC CAPITAL MANAGEMENT,INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $71,550 |
THE MCLAUGHLIN GROUP2+ years Service code 22 · EIN 53-0156390 | Insurance Broker | $56,701 |
Service code 10 · EIN 61-1129886 | Accounting | $56,633 |
CUNI, RUST & STRENK2+ years Filed as: CUNI RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $47,675 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $41,158 |
ASCENSUS LLC2+ years Filed as: LEDBETTERS, PARISI, SOLLARS LLC Service code 29 · EIN 03-0599899 | Legal | $35,180 |
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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 | 10.47% | 12.33%-1.9pp | 8.32%+2.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $12,255 | $11,641+5.3% | $30,793-60.2% | $14,688-16.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |