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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 | Bank Trustee | $236,653 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $116,601 |
PNC BANK, N.A.3 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 52-6328901 | Investment Management | $93,457 |
Service code 28 · EIN 26-0189082 | Investment Management | $57,563 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 22.69% | 11.84%+10.9pp | 8.95%+13.7pp | 13.24%+9.5pp |
| Employer contribution / active EE | $17,221 | $12,426+38.6% | $46,559-63.0% | $14,616+17.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |