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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.5+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $744,094 |
POLEN CAPITAL5+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $491,895 |
I.E. SHAFFER & CO.5+ 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 | $351,157 |
QUANTUM CAPITAL MANAGEMENT5+ years Service code 28 · EIN 22-3441832 | Investment Management | $289,679 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $193,008 |
GCM GROSVENOR2 years Service code 28 · EIN 32-0497309 767 5TH AVE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $175,311 |
Filed as: US REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $129,228 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $120,495 |
GARCIA HAMILTON & ASSOCIATES5+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $116,083 |
DAHAB ASSOCIATES5+ years Filed as: DAHAB AND ASSO. Service code 17 · EIN 11-2783874 | Pension Consulting | $68,000 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 20.89% | 12.20%+8.7pp | 10.56%+10.3pp | 21.83%-0.9pp |
| Employer contribution / active EE | $11,488 | $12,801-10.3% | $30,199-62.0% | $12,237-6.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |