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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1+ years Service code 28 · EIN 13-4044521 | Investment Management | $99,773 |
ALGER1+ years Filed as: FRED ALGER & COMPANY INC Service code 28 · EIN 13-2665689 | Investment Management | $96,028 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $79,986 |
CINDY PERNA1+ years Filed as: CINDY HOFFMAN Service code 30 · EIN 21-0699966 | Employee (plan); Recordkeeping fees | $77,955 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $63,667 |
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS Service code 18 · EIN 23-0434340 | Custodial (securities); Investment ma... | $62,548 |
JOHN SHALOO1+ years Service code 30 · EIN 21-0699966 | Employee (plan); Recordkeeping fees | $49,300 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC Service code 28 · EIN 25-1111467 | Investment Management | $43,984 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 | Legal | $37,353 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $35,750 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.78% | 3.49%-1.7pp | 4.16%-2.4pp | 7.18%-5.4pp |
| Employer contribution / active EE | $21,215 | $11,083+91.4% | $29,966-29.2% | $13,095+62.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |