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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $156,550 |
Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $133,501 |
PNC BANK, N.A.1 year Filed as: PNC BANK, AFL-CIO Service code 51 · EIN 22-1146430 | Investment Mgmt Fees | $76,257 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $71,818 |
UNION INSURANCE GROUP1 year Filed as: UNION INSURANCE GROUP, LLC Service code 22 · EIN 36-4226088 | Insurance Broker | $57,062 |
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 | Actuarial | $50,250 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $49,441 |
Service code 10 · EIN 61-1129886 | Accounting | $49,200 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $40,753 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $36,677 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.28% | 2.02%+5.3pp | -752.26%+759.5pp | 33.37%-26.1pp |
| Employer contribution / active EE | $12,809 | $12,422+3.1% | $31,802-59.7% | $11,253+13.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |