| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 52-6257033 | Investment Management | $372,936 |
IBEW-NECA SERVICE CENTER7+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $300,740 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $246,010 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 30 N LA SALLE ST · CHICAGO, IL 60602 | Investment Management | $163,973 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $96,445 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
ROCKWOOD CAPITAL ADVISORS7+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $63,384 |
COMMERCE BANK7+ years Service code 28 · EIN 48-0962626 | Investment Management | $56,188 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $54,905 |
SCHUCHAT, COOK & WERNER7+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $10,656 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,609 | $88,770+283.7% | $109,191+211.9% | $93,010+266.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 14.67% | 60.64%-46.0pp | 25.76%-11.1pp | 158.70%-144.0pp |
| Employer contribution / active EE | $8,494 | $3,780+124.7% | $3,723+128.2% | $2,705+214.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $300 | $172+74.1% | $6,756-95.6% | $152+97.7% |