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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.8+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $783,287 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $723,550 |
POLEN CAPITAL8+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $606,487 |
Filed as: CONSTITUTION CAPITAL PARTNERS, LLC Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $355,936 |
QUANTUM CAPITAL MANAGEMENT8+ years Service code 28 · EIN 22-3441832 | Investment Management | $341,555 |
GCM GROSVENOR5 years Service code 28 · EIN 32-0497309 767 5TH AVE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $330,877 |
I.E. SHAFFER & CO.8+ 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 | $299,174 |
Filed as: INTERCONTINENTAL REAL ESTATE Service code 28 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $267,965 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $217,109 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $107,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -16.75% | -7.95%-8.8pp | -5.85%-10.9pp | 23.41%-40.2pp |
| Employer contribution / active EE | $11,123 | $13,972-20.4% | $31,839-65.1% | $12,650-12.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |