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| Provider | Service type | Compensation |
|---|---|---|
CONGRESS ASSET MANAGEMENT7+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $299,786 |
FABIAN & BYRN LLC7+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $228,487 |
RAMIREZ ASSET MANAGEMENT7+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $226,420 |
BLACKROCK7+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $108,203 |
MPC CAPITAL ADVISORS LLC6 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $80,705 |
SUMMIT FINANCIAL CORPORATION7+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
MSPC7+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $65,771 |
Service code 28 · EIN 26-2237421 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $62,120 |
THE BANK OF NEW YORK MELLON2 years Service code 28 · EIN 13-5160382 | Investment Management | $38,349 |
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 19 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Securities Custodian | $35,783 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.21% | 19.37%-7.2pp | 11.08%+1.1pp | 15.63%-3.4pp |
| Employer contribution / active EE | $13,494 | $13,107+3.0% | $28,418-52.5% | $11,476+17.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |