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| Provider | Service type | Compensation |
|---|---|---|
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $65,036 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC, Service code 28 · EIN 41-1460668 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $47,735 |
MARVIN AND COMPANY, P.C.2+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $47,450 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO. Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $42,729 |
WILMINGTON TRUST2+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $37,559 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 9000 MIDLANTIC DRIVE SUITE 100 · MOUNT LAUREL, NJ 08054 | Actuarial | $36,608 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS' SERVICES Service code 28 · EIN 06-1444342 440 WHEELERS FARMS ROAD · MILFORD, CT 06460 | Investment Management | $23,607 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 16 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Consulting | $22,725 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5694085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $20,000 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES,IACCARINO,VIRGINIA, P.L.L.C. Service code 29 · EIN 11-2450206 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $16,511 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 6.28% | 2.79%+3.5pp | 4.16%+2.1pp | 11.88%-5.6pp |
| Employer contribution / active EE | $21,133 | $10,530+100.7% | $29,966-29.5% | $14,612+44.6% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |