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| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $93,023 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 52-6328901 | Investment Management | $90,959 |
STANDARD LIFE INVESTMENTS3 years Service code 28 · EIN 98-0631992 | Investment Management | $40,772 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, · BETHESDA, MD 20814 | Investment Management | $31,598 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 32-6471303 | Investment Management | $28,168 |
Service code 28 · EIN 23-2962336 | Investment Management | $21,215 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 6.97% | 33.70%-26.7pp | 14.64%-7.7pp | 53.27%-46.3pp |
| Employer contribution / active EE | $16,315 | $14,473+12.7% | $41,831-61.0% | $14,774+10.4% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |