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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE SUITE 200 · BETHESDA, MD 20814 | Investment Mgmt Fees | $75,552 |
VIRGINIA & AMBINDER, LLP4+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NJ 10004 | Legal | $70,583 |
INVESTMENT PERFORMANCE SERVICES4+ 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 PC4+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $41,766 |
LSV ASSET MANAGEMENT4+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $34,575 |
DERYDER PLANS4+ years Filed as: DERYDER PLANS INC. Service code 11 · EIN 22-3082451 46 MAIN ST · SPARTA, NJ 07871 | Actuarial | $27,000 |
RICHARD J. CUMMINGS CPA4+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $27,000 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $21,246 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 56-1354495 SOUTH ST 4TH FLOOR · MORRISTOWN, NJ 07960 | Securities Custodian | $17,254 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $11,677 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.48% | 4.25%-7.7pp | -752.26%+748.8pp | 0.19%-3.7pp |
| Employer contribution / active EE | $19,187 | $11,906+61.2% | $31,802-39.7% | $13,763+39.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |