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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC3+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $294,344 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $95,065 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $74,757 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 27 · EIN 56-1557450 | Advisory (Plan) | $45,450 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 27 · EIN 36-4776242 | Advisory (Plan) | $43,251 |
PNC BANK, N.A.3+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $37,311 |
BARATZ & ASSOCIATES, P.A.3+ years Service code 10 · EIN 22-2212404 | Accounting | $26,000 |
JOHNSTON ASSET MANAGEMENT2 years Service code 27 · EIN 13-3257590 | Advisory (Plan) | $18,745 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $18,565 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $18,500 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 8.24% | 33.37%-25.1pp | -0.77%+9.0pp | 33.37%-25.1pp |
| Employer contribution / active EE | $2,393 | $11,253-78.7% | $29,514-91.9% | $11,253-78.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |