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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 W 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $389,263 |
I.E. SHAFFER & CO.2+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $257,969 |
LAZARD ASSET MANAGEMENT2+ years Service code 51 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Mgmt Fees | $182,083 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 51 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Mgmt Fees | $172,791 |
SAGE ADVISORY SERVICES2+ years Service code 51 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Mgmt Fees | $140,444 |
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 51 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Mgmt Fees | $115,139 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $74,692 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 51 · EIN 45-6138589 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $53,880 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $36,703 |
TIMOTHY R HOTT PC2+ years Service code 29 · EIN 22-3724341 531 SUMMIT AVE · JERSEY CITY, NJ 07306 | Legal | $29,037 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.52% | 3.63%+1.9pp | 4.16%+1.4pp | 9.19%-3.7pp |
| Employer contribution / active EE | $16,609 | $11,363+46.2% | $29,966-44.6% | $12,608+31.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |