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| Provider | Service type | Compensation |
|---|---|---|
FABIAN & BYRN LLC3+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $218,879 |
RAMIREZ ASSET MANAGEMENT3+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $187,386 |
CONGRESS ASSET MANAGEMENT3+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $158,222 |
MPC CAPITAL ADVISORS LLC2 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $86,329 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
BLACKROCK3+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $61,325 |
INDURE FUND2 years Filed as: INDURE BUILD TO CORE FUND, LLC Service code 28 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $53,777 |
MSPC3+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $50,950 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $47,895 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $36,193 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.93% | 12.33%+1.6pp | 8.32%+5.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $11,520 | $11,641-1.0% | $30,793-62.6% | $14,688-21.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |