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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $315,996 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $256,200 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $176,168 |
WILSON-MCSHANE CORPORATION4+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $116,500 |
CONGRESS ASSET MANAGEMENT3 years Service code 28 · EIN 13-4019460 | Investment Management | $102,216 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $91,000 |
UNION BANK & TRUST COMPANY2 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $86,654 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $64,063 |
Service code 29 · EIN 91-0889948 | Legal | $48,000 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $33,050 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.69% | -0.94%-1.8pp | -2.18%-0.5pp | 33.37%-36.1pp |
| Employer contribution / active EE | $15,222 | $12,464+22.1% | $38,751-60.7% | $11,253+35.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |