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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE SUITE 200 · BETHESDA, MD 20814 | Investment Mgmt Fees | $115,058 |
VIRGINIA & AMBINDER, LLP2+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NJ 10004 | Legal | $85,223 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $55,000 |
SUSANIN WIDMAN & BRENNAN PC2+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $46,790 |
LSV ASSET MANAGEMENT2+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $31,225 |
DERYDER PLANS2+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $30,500 |
RICHARD J. CUMMINGS CPA2+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $24,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 56-1354495 SOUTH ST 4TH FLOOR · MORRISTOWN, NJ 07960 | Securities Custodian | $15,090 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS, LLC Service code 51 · EIN 52-1940739 5425 WISCONSIN AVE SUITE 700 · CHEVY CHASE, MD 20815 | Investment Mgmt Fees | $11,731 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.04% | 3.49%+4.5pp | 4.16%+3.9pp | 7.18%+0.9pp |
| Employer contribution / active EE | $21,773 | $11,083+96.5% | $29,966-27.3% | $13,095+66.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |