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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $336,473 |
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 84-3937993 | Investment Management | $295,928 |
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $120,000 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $94,167 |
CONGRESS ASSET MANAGEMENT2 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-4019460 | Investment Management | $80,630 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $80,409 |
UNION BANK & TRUST COMPANY4 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $76,821 |
Service code 28 · EIN 91-0889948 | Investment Management | $48,000 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $31,950 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 10.99% | 9.48%+1.5pp | 9.52%+1.5pp | 12.86%-1.9pp |
| Employer contribution / active EE | $15,496 | $12,808+21.0% | $41,951-63.1% | $13,687+13.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |