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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.2+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $1,046,599 |
QUANTUM CAPITAL MANAGEMENT2+ years Service code 28 · EIN 22-3441832 | Investment Management | $404,662 |
POLEN CAPITAL2+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $392,599 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $365,640 |
I.E. SHAFFER & CO.2+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $325,268 |
ALGER2+ years Filed as: FRED ALGER Service code 51 · EIN 13-2510833 | Investment Mgmt Fees | $216,417 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $179,770 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON CO ASSET MANAGEMENT LLC Service code 28 MELLON FINANCIAL CENTER ONE BOSTON · BOSTON, MA 021084408 | Investment Management | $132,574 |
GARCIA HAMILTON & ASSOCIATES2+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $125,649 |
Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $124,566 |
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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 | 5.27% | 3.63%+1.6pp | 4.16%+1.1pp | 9.19%-3.9pp |
| Employer contribution / active EE | $10,432 | $11,363-8.2% | $29,966-65.2% | $12,608-17.3% |
| 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% |