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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.10+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $850,484 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $791,978 |
GCM GROSVENOR7 years Service code 28 · EIN 32-0497309 767 5TH AVE · NEW YORK, NY 10153 | Investment Management | $585,775 |
POLEN CAPITAL10+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $471,135 |
QUANTUM CAPITAL MANAGEMENT10+ years Service code 28 · EIN 22-3441832 105 EAST MILL ROAD · NORTHFIELD, NJ 08225 | Investment Management | $431,564 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $332,277 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $300,000 |
Filed as: CONSTITUTION CAPITAL PARTNERS, LLC Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $227,632 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB REAL ESTATE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Mgmt Fees | $157,003 |
GARCIA HAMILTON & ASSOCIATES10+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER · HOUSTON, TX 77010 | Investment Mgmt Fees | $128,395 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.16% | 10.33%-0.2pp | 8.10%+2.1pp | 9.30%+0.9pp |
| Employer contribution / active EE | $14,876 | $14,972-0.6% | $28,649-48.1% | $12,551+18.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |