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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC2+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $312,910 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $154,186 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $70,980 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $49,402 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 27 · EIN 36-4776242 | Advisory (Plan) | $42,680 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 27 · EIN 56-1557450 | Advisory (Plan) | $42,403 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $34,390 |
BARATZ & ASSOCIATES, P.A.2+ years Service code 10 · EIN 22-2212404 | Accounting | $24,500 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $18,500 |
Service code 27 · EIN 13-3257590 | Advisory (Plan) | $15,519 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.80% | 17.84%-8.0pp | 10.66%-0.9pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,951 | $14,688-86.7% | $30,880-93.7% | $14,688-86.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |