| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7 years Service code 27 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $127,874 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL GROUP Service code 11 · EIN 31-1975125 1300 EAST NINTH ST SUITE 1900 · CLEVELAND, OH 44114 | Actuarial | $109,266 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE ST SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $54,000 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFITS CORPORATION Service code 13 · EIN 55-0672859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $53,939 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD SUITE 400 · CINCINNATI, OH 45226 | Legal | $34,375 |
NATIONAL INVESTMENT SERVICES6 years Service code 27 · EIN 84-3937993 777 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $27,217 |
KEYBANK NATIONAL ASSOCIATION6 years Filed as: KEYBANK Service code 49 · EIN 34-1586030 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Other Services | $21,789 |
GRAY, GRIFFITH & MAYS, A.C.6 years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E 400 · CHARLESTON, WV 25301 | Accounting | $19,775 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 11.20% | 8.00%+3.2pp | 7.69%+3.5pp | 37.77%-26.6pp |
| Employer contribution / active EE | $13,201 | $15,902-17.0% | $28,501-53.7% | $15,798-16.4% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |