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| Provider | Service type | Compensation |
|---|---|---|
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $65,000 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES,IACCARINO,VIRGINIA, P.L.L.C. Service code 29 · EIN 11-2450206 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $54,180 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC, Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $52,430 |
MARVIN AND COMPANY, P.C.1+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $44,450 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 2227 STATE HWY. 33, SUITE 409 · TRENTON, NJ 08690 | Actuarial | $39,536 |
WILMINGTON TRUST1+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $39,100 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO. Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $37,419 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 16 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Consulting | $21,476 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS' SERVICES Service code 28 · EIN 06-1444342 440 WHEELERS FARMS ROAD · MILFORD, CT 06460 | Investment Management | $20,694 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -2.29% | -1.83%-0.5pp | -1.61%-0.7pp | 2.81%-5.1pp |
| Employer contribution / active EE | $18,123 | $9,208+96.8% | $30,840-41.2% | $16,358+10.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |