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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Investment Management | $155,638 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $123,022 |
Service code 28 300 BRICKSTONE SQUARE, 7TH FLOOR · ANDOVER, MA 01810 | Investment Management | $105,481 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $62,912 |
FENIMORE ASSET MANAGEMENT6 years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 384 N. GRAND STREET · COBLESKILL, NY 12043 | Investment Management | $60,593 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER, 25TH FLOOR · BOSTON, MA 02111 | Investment Management | $58,666 |
BOLTON PARTNERS, INC.5 years Filed as: BOLTON PARTNERS INC Service code 11 2277 STATE HWY 33, STE. 409 · TRENTON, NJ 08690 | Actuarial | $43,000 |
NEWTOWER TRUST COMPANY4 years Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE, SUITE 350W · BETHESDA, MD 20814 | Investment Management | $39,617 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Investment Management | $34,501 |
MSPC6 years Filed as: MSPC CPA'S AND ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $33,775 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.03% | 11.08%+1.0pp | 8.10%+3.9pp | 8.76%+3.3pp |
| Employer contribution / active EE | $18,678 | $13,910+34.3% | $28,649-34.8% | $16,650+12.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |