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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC7+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $180,139 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $142,594 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $95,879 |
Service code 28 · EIN 04-2895544 | Investment Management | $67,043 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $48,406 |
PNC BANK, N.A.7+ years Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $48,047 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $41,023 |
BARATZ & ASSOCIATES, P.A.7+ years Service code 10 · EIN 22-2212404 | Accounting | $36,000 |
JOHNSTON ASSET MANAGEMENT6 years Service code 28 · EIN 13-3257590 | Investment Management | $25,337 |
J.A. MARIANO AGENCY4 years Filed as: J A MARIANO AGENCY Service code 22 PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $22,899 |
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Employer 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% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -9.62% | 2.77%-12.4pp | 7.07%-16.7pp | 2.77%-12.4pp |
| Employer contribution / active EE | $4,134 | $15,262-72.9% | $34,847-88.1% | $15,262-72.9% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |