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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $1,198,515 |
FABIAN & BYRN LLC2+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $218,394 |
MPC CAPITAL ADVISORS LLC1 year Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $86,419 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $53,038 |
INDURE FUND1 year Filed as: INDURE BUILD TO CORE FUND, LLC Service code 28 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $51,914 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $50,605 |
MSPC2+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $46,896 |
BLACKROCK2+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $44,422 |
CONGRESS ASSET MANAGEMENT2+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $43,911 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.21% | 3.63%+4.6pp | 4.16%+4.1pp | 9.19%-1.0pp |
| Employer contribution / active EE | $9,788 | $11,363-13.9% | $29,966-67.3% | $12,608-22.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |