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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $196,507 |
FARR MILLER & WASHINGTON1 year Service code 28 · EIN 52-1979573 | Investment Management | $182,157 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $181,003 |
DEROY & DEVEREAUX1 year Service code 28 · EIN 38-2251232 | Investment Management | $153,068 |
Service code 28 · EIN 26-2237421 | Investment Management | $135,813 |
THE SEGAL COMPANY1 year Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $103,891 |
Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 · EIN 39-2020480 | Investment Management | $68,751 |
DAVID RAY4 years Service code 14 · EIN 35-1102579 | Plan Administrator | $55,415 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $55,312 |
PNC BANK, N.A.1 year Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $54,562 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 2.26% | 6.82%-4.6pp | 8.01%-5.8pp | 12.86%-10.6pp |
| Employer contribution / active EE | $12,268 | $12,695-3.4% | $29,476-58.4% | $13,687-10.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |