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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 | Investment Management | $149,488 |
DODGE & COX1+ years Filed as: DODGE AND COX, INC. Service code 28 · EIN 94-1441976 | Investment Management | $145,634 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $123,345 |
VERUS1+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $86,175 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $65,762 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $45,841 |
VENUTI & ASSOCIATES1+ years Service code 11 · EIN 04-3721424 | Actuarial | $41,250 |
Service code 29 · EIN 94-2576729 | Legal | $39,264 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $25,128 |
HERB WATTS1+ years Service code 20 · EIN 94-6220673 | Trustee (individual); Named fiduciary | $8,164 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | -1.67% | 3.49%-5.2pp | 4.16%-5.8pp | 7.18%-8.9pp |
| Employer contribution / active EE | $8,592 | $11,083-22.5% | $29,966-71.3% | $13,095-34.4% |
| 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% |