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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPTIAL MANAGEMENT Service code 28 · EIN 80-0618452 | Investment Management | $111,692 |
GINA GILSDORF2+ years Filed as: GINA MARAVIGLIA Service code 30 · EIN 36-2131365 | Employee (plan) | $49,797 |
DOWD, BLOCH & BENNETT1 year Filed as: DOWD, BLOCH, BENNETT, ET AL Service code 29 · EIN 36-3371377 | Legal | $49,531 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 13-2919773 | Consulting | $30,000 |
HARTMAN & ASSOCIATES2+ years Service code 11 · EIN 38-3951802 | Actuarial | $29,113 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $27,000 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER,GITTLER,D'ALBA Service code 29 · EIN 36-2786883 | Legal | $19,506 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 19 · EIN 32-6228122 | Securities Custodian | $13,575 |
ROTHSCHILD, BARRY & MYERS2+ years Service code 29 · EIN 36-2226355 | Legal | $11,872 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $11,401 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 11.05% | 10.73%+0.3pp | 337.46%-326.4pp | 10.21%+0.8pp |
| Employer contribution / active EE | $5,272 | $31,543-83.3% | $20,191-73.9% | $42,272-87.5% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |