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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $109,400 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 | Recordkeeping | $101,047 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
ARNOLD & KADJAN9+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $31,315 |
COMERICA BANK9+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $21,977 |
MATRIX TRUST COMPANY5 years Service code 19 717 17TH STREET, STE 1300 · DENVER, CO 80202 | Securities Custodian | $19,090 |
DEBOER & ASSOCIATES, PC2 years Service code 10 · EIN 47-0836395 | Accounting | $15,000 |
WILSON-MCSHANE CORPORATION7 years Service code 14 · EIN 41-0956552 | Plan Administrator | $7,560 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,678 | $93,010-39.1% | $96,543-41.3% | $74,478-23.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 7.55% | 37.50%-29.9pp | 35.75%-28.2pp | 34.37%-26.8pp |
| Employer contribution / active EE | $8,587 | $3,427+150.6% | $3,741+129.6% | $2,637+225.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $175 | $633-72.3% | $6,737-97.4% | $347-49.5% |