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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL TRUST COMPANY5 years Service code 21 · EIN 26-3761443 | Bank Trustee | $220,619 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $124,760 |
Service code 28 · EIN 26-0189082 | Investment Management | $90,171 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $14,063 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 6.41% | 11.26%-4.8pp | 12.68%-6.3pp | 37.77%-31.4pp |
| Employer contribution / active EE | $20,186 | $10,658+89.4% | $41,626-51.5% | $15,798+27.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |