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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL TRUST COMPANY2 years Service code 21 · EIN 26-3761443 | Bank Trustee | $161,779 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $115,194 |
NEWTOWER TRUST COMPANY5+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $96,068 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 52-6328901 | Investment Management | $92,981 |
Service code 28 · EIN 26-0189082 | Investment Management | $48,017 |
HAMILTON LANE ADVISORS, LLC2 years Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $46,776 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, · BETHESDA, MD 20814 | Investment Management | $38,673 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 5.01% | 9.58%-4.6pp | 9.52%-4.5pp | 11.45%-6.4pp |
| Employer contribution / active EE | $16,275 | $21,155-23.1% | $41,951-61.2% | $17,219-5.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |