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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $190,000 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR 400 · BERWYN, PA 19312 | Investment Management | $104,651 |
ALGER8+ years Filed as: FRED ALGER MANAGMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVE S. · NEW YORK, NY 10010 | Investment Management | $95,154 |
SEI INVESTMENTS8+ years Filed as: COOKE & BIELER, L.P. Service code 50 · EIN 23-3082822 2001 MARKET STREET SUITE 4000 · PHILADELPHIA, PA 19103 | Direct Payment | $92,728 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Securities Custodian | $85,000 |
FABIAN & BYRN LLC6 years Filed as: FABIAN & BRYN LLC Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE, SUITE 105 · ROSELAND, NJ 07068 | Contract Administrator | $62,513 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $45,781 |
EPSTEIN BECKER & GREEN PC8+ years Service code 29 · EIN 13-3031033 250 PARK AVENUE · NEW YORK, NY 101771211 | Legal | $36,220 |
COLLERAN, O'HARA & MILLS LLP8+ years Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $32,808 |
ALAN ROSS & COMPANY, PC8+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 200 SPRING RIDGE DRIVE SUITE 102 · WYOMISSING, PA 19610 | Accounting | $15,500 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -8.17% | -4.95%-3.2pp | 22.50%-30.7pp | 2.77%-10.9pp |
| Employer contribution / active EE | $14,123 | $15,740-10.3% | $33,849-58.3% | $15,262-7.5% |
| Participant deferral / active EE | $2,360 | $721+227.4% | $101+2238.0% | $691+241.4% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |