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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $198,010 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 | Investment Management | $155,404 |
LANER MUCHIN7+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $131,872 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $105,000 |
DOWD, BLOCH & BENNETT7+ years Service code 29 · EIN 36-3371377 | Legal | $104,334 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $94,460 |
LAURA CABALLERO7+ years Service code 30 · EIN 36-2407063 | Employee (plan) | $93,036 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $66,550 |
AMY HERTZ4 years Service code 30 · EIN 36-2407063 | Employee (plan) | $66,109 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $58,772 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | 13.23% | -12.27%+25.5pp | -8.80%+22.0pp | 2.78%+10.5pp |
| Employer contribution / active EE | $18,665 | $13,732+35.9% | $43,463-57.1% | $15,276+22.2% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |