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| Provider | Service type | Compensation |
|---|---|---|
RAMIREZ ASSET MANAGEMENT6+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $228,484 |
FABIAN & BYRN LLC6+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $219,205 |
CONGRESS ASSET MANAGEMENT6+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $215,683 |
BLACKROCK6+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $107,197 |
MPC CAPITAL ADVISORS LLC5 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $81,549 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
MSPC6+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $69,627 |
Service code 28 · EIN 26-2237421 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $61,330 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $50,268 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $32,111 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.07% | 6.82%+5.2pp | 8.01%+4.1pp | 12.86%-0.8pp |
| Employer contribution / active EE | $10,571 | $12,695-16.7% | $29,476-64.1% | $13,687-22.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |