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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 27 ROLAND AVENUE · MOUNT LAUREL, NJ 08054 | Contract Administrator | $380,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Bank Trustee | $277,801 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $199,175 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $177,854 |
CHEIRON5 years Service code 28 · EIN 13-4215617 8300 GREENSBORO DRIVE · MCLEAN, VA 22102 | Investment Management | $176,955 |
Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $175,000 |
LAZARD ASSET MANAGEMENT7+ years Service code 28 · EIN 13-5545100 PO BOX 5394 · NEW YORK, NY 10185 | Investment Management | $170,475 |
POLEN CAPITAL3 years Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $168,197 |
FISHERBROYLES, LLP1 year Service code 29 · EIN 56-2332885 945 EAST PACES FERRY RD · ATLANTA, GA 30326 | Legal | $134,356 |
BRYAN CAVE LLP2 years Filed as: BRYAN CAVE LEIGHTON PAISNER Service code 29 · EIN 43-0602162 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Legal | $116,510 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 12.77% | 7.76%+5.0pp | 36.37%-23.6pp | 15.63%-2.9pp |
| Employer contribution / active EE | $8,681 | $10,188-14.8% | $37,223-76.7% | $11,476-24.4% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |