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| Provider | Service type | Compensation |
|---|---|---|
FABIAN & BYRN LLC5+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $219,573 |
CONGRESS ASSET MANAGEMENT5+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $207,843 |
RAMIREZ ASSET MANAGEMENT5+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $199,482 |
BLACKROCK5+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $90,316 |
MPC CAPITAL ADVISORS LLC4 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $83,096 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
INDURE FUND4 years Filed as: INDURE BUILD TO CORE FUND, LLC Service code 28 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $59,435 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $50,947 |
MSPC5+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $50,546 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $39,386 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.27% | 12.20%+7.1pp | 10.56%+8.7pp | 21.83%-2.6pp |
| Employer contribution / active EE | $12,592 | $12,801-1.6% | $30,199-58.3% | $12,237+2.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |