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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES, INC Service code 13 · EIN 23-2148108 | Contract Administrator | $585,200 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $243,425 |
FISHERBROYLES, LLP2 years Service code 29 · EIN 56-2332885 | Legal | $235,599 |
CHEIRON6 years Service code 28 · EIN 13-4215617 | Investment Management | $204,322 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 52-6257033 | Investment Management | $201,978 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 21 · EIN 94-3112180 | Bank Trustee | $184,568 |
POLEN CAPITAL4 years Service code 28 · EIN 26-0319356 | Investment Management | $151,635 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $150,000 |
LAZARD ASSET MANAGEMENT8+ years Service code 28 · EIN 13-5545100 | Investment Management | $117,549 |
LORRAINE CASTLE8+ years Service code 30 · EIN 13-6212879 | Employee (plan); Direct payment from ... | $109,664 |
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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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -13.11% | -13.75%+0.6pp | -4.80%-8.3pp | 23.41%-36.5pp |
| Employer contribution / active EE | $15,663 | $13,276+18.0% | $30,897-49.3% | $12,650+23.8% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |