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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $331,305 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 84-3937993 | Investment Management | $304,643 |
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $116,800 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $91,450 |
Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-4019460 | Investment Management | $89,819 |
UNION BANK & TRUST COMPANY3 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $80,952 |
THE SEGAL COMPANY3 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $75,660 |
Filed as: BARLOW DOUGHRAN MORALES & JOSEPHSON Service code 28 · EIN 91-0889948 | Investment Management | $48,000 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 28 · EIN 41-1460668 | Investment Management | $47,404 |
MILLER KAPLAN ARASE LLP4 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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 14.35% | 14.29%+0.1pp | 14.64%-0.3pp | 21.83%-7.5pp |
| Employer contribution / active EE | $15,167 | $12,083+25.5% | $41,831-63.7% | $12,237+23.9% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |