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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $327,417 |
TRI-STATE ADMINISTRATORS INC8+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $174,388 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $81,829 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $53,633 |
BARATZ & ASSOCIATES, P.A.8+ years Service code 10 · EIN 22-2212404 | Accounting | $48,370 |
PNC BANK, N.A.8+ years Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $43,995 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $38,119 |
Service code 28 · EIN 04-2895544 | Investment Management | $34,021 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $33,315 |
JOHNSTON ASSET MANAGEMENT7 years Service code 28 · EIN 13-3257590 | Investment Management | $29,320 |
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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 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 9.42% | 37.74%-28.3pp | 14.20%-4.8pp | 37.74%-28.3pp |
| Employer contribution / active EE | $4,431 | $15,788-71.9% | $29,473-85.0% | $15,788-71.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |