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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O4 years Service code 14 · EIN 94-1557079 | Plan Administrator | $5,479,317 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $2,122,037 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER ASSOCIATES INC. Service code 28 · EIN 94-2854958 | Investment Management | $1,214,971 |
Filed as: CAMDEN Service code 28 · EIN 95-4319164 | Investment Management | $798,368 |
Filed as: ENTRUST Service code 28 · EIN 13-4021839 | Investment Management | $789,236 |
Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 20-3847783 | Investment Management | $560,919 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 90-0872552 | Investment Management | $553,675 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 80-0618452 | Investment Management | $335,448 |
POST ADVISORY GROUP9+ years Service code 28 · EIN 95-4818300 | Investment Management | $313,057 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 20-2583973 | Investment Management | $238,421 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.44% | 10.11%+3.3pp | 8.10%+5.3pp | 8.85%+4.6pp |
| Employer contribution / active EE | $15,767 | $12,795+23.2% | $28,649-45.0% | $8,529+84.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $10-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |