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| Provider | Service type | Compensation |
|---|---|---|
FABIAN & BYRN LLC4+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $218,991 |
RAMIREZ ASSET MANAGEMENT4+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $187,589 |
CONGRESS ASSET MANAGEMENT4+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $181,310 |
BLACKROCK4+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $86,022 |
MPC CAPITAL ADVISORS LLC3 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $84,430 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
MSPC4+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $59,868 |
INDURE FUND3 years Filed as: INDURE BUILD TO CORE FUND, LLC Service code 28 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $57,089 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $50,957 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $34,422 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.27% | 2.02%-6.3pp | -752.26%+748.0pp | 33.37%-37.6pp |
| Employer contribution / active EE | $11,569 | $12,422-6.9% | $31,802-63.6% | $11,253+2.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |