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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC5+ years Filed as: TRI-STATE ADMINISTRATORS Service code 10 · EIN 23-3478819 | Accounting | $235,340 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $112,848 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $80,961 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 27 · EIN 36-4776242 | Advisory (Plan) | $45,197 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL Service code 27 · EIN 56-1557450 | Advisory (Plan) | $38,671 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $32,358 |
BARATZ & ASSOCIATES, P.A.5+ years Service code 10 · EIN 22-2212404 | Accounting | $28,600 |
J.A. MARIANO AGENCY2 years Filed as: J A MARIANO AGENCY Service code 22 PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $22,926 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $18,500 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $16,495 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 8.17% | 9.42%-1.2pp | 9.65%-1.5pp | 12.86%-4.7pp |
| Employer contribution / active EE | $2,868 | $3,243-11.6% | $27,458-89.6% | $13,687-79.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |