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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $812,507 |
POLEN CAPITAL7+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $741,439 |
PATRIOT FINANCIAL PARTNERS, L.P.7+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $724,775 |
QUANTUM CAPITAL MANAGEMENT7+ years Service code 28 · EIN 22-3441832 | Investment Management | $429,690 |
I.E. SHAFFER & CO.7+ 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 | $307,061 |
GCM GROSVENOR4 years Service code 28 · EIN 32-0497309 767 5TH AVE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $293,688 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $203,527 |
GARCIA HAMILTON & ASSOCIATES7+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $118,006 |
Filed as: US REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $107,260 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $91,962 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 19.77% | 19.37%+0.4pp | 11.08%+8.7pp | 15.63%+4.1pp |
| Employer contribution / active EE | $10,516 | $13,107-19.8% | $28,418-63.0% | $11,476-8.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |