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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE SUITE 200 · BETHESDA, MD 20814 | Investment Mgmt Fees | $116,332 |
VIRGINIA & AMBINDER, LLP1+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NJ 10004 | Legal | $56,602 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE · SAVANNAH, GA 31406 | Advisory (Plan) | $55,000 |
SUSANIN WIDMAN & BRENNAN PC1+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $42,792 |
LSV ASSET MANAGEMENT1+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $29,387 |
DERYDER PLANS1+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $27,000 |
RICHARD J. CUMMINGS CPA1+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $22,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 56-1354495 SOUTH ST 4TH FLOOR · MORRISTOWN, NJ 07960 | Securities Custodian | $14,795 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC Service code 51 · EIN 52-1940739 5425 WISCONSIN AVE SUITE 700 · CHEVY CHASE, MD 20815 | Investment Mgmt Fees | $12,214 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 2.26% | 0.68%+1.6pp | -1.61%+3.9pp | -0.60%+2.9pp |
| Employer contribution / active EE | $20,027 | $10,568+89.5% | $30,840-35.1% | $12,272+63.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |