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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.3+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $768,086 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $445,877 |
POLEN CAPITAL3+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $395,213 |
I.E. SHAFFER & CO.3+ 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 | $310,620 |
QUANTUM CAPITAL MANAGEMENT3+ years Service code 28 · EIN 22-3441832 | Investment Management | $271,210 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $184,351 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON CO ASSET MANAGEMENT LLC Service code 28 MELLON FINANCIAL CENTER ONE BOSTON · BOSTON, MA 021084408 | Investment Management | $161,464 |
GARCIA HAMILTON & ASSOCIATES3+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $129,191 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $117,195 |
O'BRIEN BELLAND & BUSHINSKY2 years Service code 29 · EIN 37-1467056 | Legal | $91,014 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.97% | 12.33%+2.6pp | 8.32%+6.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $10,013 | $11,641-14.0% | $30,793-67.5% | $14,688-31.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |