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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $56,564 |
AMY HERTZ7+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $51,268 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 | Investment Management | $50,929 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $50,775 |
LAURA CABALLERO7+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $45,383 |
DENISE DELHAYE7+ years Filed as: DENISE LUKASZEWSKI Service code 30 · EIN 36-2187389 | Employee (plan) | $39,177 |
LANER MUCHIN7+ years Service code 29 · EIN 36-3088463 | Legal | $38,836 |
DOWD, BLOCH & BENNETT5 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $30,735 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,000 |
Filed as: JANUS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $12,516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,000-100.0% | $119,609-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 79.3%-79.3pp | 73.7%-73.7pp |
| Annual return | 4.69% | -11.59%+16.3pp | -14.97%+19.7pp | 12.21%-7.5pp |
| Employer contribution / active EE | $1,932 | $2,907-33.5% | $4,232-54.3% | $2,848-32.1% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,323-100.0% | $133-100.0% |