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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT FINANCIAL PARTNERS, L.P.9+ years Service code 52 · EIN 45-3772738 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Indirect Investment Fees | $910,652 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $683,436 |
GCM GROSVENOR6 years Service code 28 · EIN 32-0497309 767 5TH AVE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $579,119 |
POLEN CAPITAL9+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $560,484 |
QUANTUM CAPITAL MANAGEMENT9+ years Service code 28 · EIN 22-3441832 | Investment Management | $379,794 |
I.E. SHAFFER & CO.9+ 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 | $321,825 |
Filed as: CONSTITUTION CAPITAL PARTNERS, LLC Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $251,302 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB RE INVESTMENT Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1300W · BETHESDA, MD 20814 | Investment Mgmt Fees | $190,051 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN Service code 28 270 PARK AVE 7TH FL · NEW YORK, NY 10017 | Investment Management | $115,946 |
GARCIA HAMILTON & ASSOCIATES9+ years Filed as: GARCIA HAMILTON Service code 51 · EIN 76-0589652 5 HOUSTON CENTER 1401 MCKINNEY ST 1 · HOUSTON, TX 77010 | Investment Mgmt Fees | $91,442 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 14.67% | 7.95%+6.7pp | 20.18%-5.5pp | 9.11%+5.6pp |
| Employer contribution / active EE | $12,105 | $14,684-17.6% | $29,108-58.4% | $12,231-1.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |