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| Provider | Service type | Compensation |
|---|---|---|
GLOBEFLEX CAPITAL LP1+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 4365 EXECUTIVE DRIVE, SUITE 720 · SAN DIEGO CA, CA 92121 | Investment Management | $127,257 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA 38TH FL · NEW YORK, NY 10119 | Actuarial | $112,024 |
ALGER1+ years Filed as: FRED ALGER MANAGMENT INC. Service code 28 360 PARK AVE S. · NEW YORK, NY 10010 | Investment Management | $88,202 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Securities Custodian | $80,000 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER, L.P. Service code 27 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $79,361 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR 400 · BERWYN, PA 19312 | Investment Management | $61,970 |
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $58,080 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $56,174 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE, 9TH FL · NEW YORK, NY 10001 | Securities Custodian | $38,375 |
COLLERAN, O'HARA & MILLS LLP1+ years Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $30,001 |
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Participant contribution per participant 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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | 1.86% | -1.11%+3.0pp | -1.10%+3.0pp | -0.60%+2.5pp |
| Employer contribution / active EE | $10,464 | $11,820-11.5% | $27,248-61.6% | $12,272-14.7% |
| Participant deferral / active EE | $1,812 | $1,534+18.1% | $105+1633.5% | $416+336.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |