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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $173,303 |
VERUS1+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $137,496 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $87,826 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 | Contract Administrator | $80,363 |
MOSS LAW FIRM1+ years Service code 29 · EIN 91-1882299 | Legal | $60,626 |
ULLICO1+ years Service code 28 · EIN 52-6435649 | Investment Management | $54,660 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $49,596 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $35,382 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 ONE ORANGE WAGE, C1S · WINDSORE, CT 06095 | Investment Management | $27,782 |
Service code 29 · EIN 27-4986310 | Legal | $13,858 |
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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 | -0.33% | 3.49%-3.8pp | 4.16%-4.5pp | 7.18%-7.5pp |
| Employer contribution / active EE | $12,518 | $11,083+13.0% | $29,966-58.2% | $13,095-4.4% |
| 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% |