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| Provider | Service type | Compensation |
|---|---|---|
CONGRESS ASSET MANAGEMENT8+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $251,668 |
FABIAN & BYRN LLC8+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $233,417 |
RAMIREZ ASSET MANAGEMENT8+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $196,215 |
BLACKROCK8+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $100,548 |
MPC CAPITAL ADVISORS LLC7 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $79,036 |
Service code 28 · EIN 26-2237421 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $73,578 |
SUMMIT FINANCIAL CORPORATION8+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
MSPC8+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $66,075 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $51,689 |
THE BANK OF NEW YORK MELLON3 years Service code 28 · EIN 13-5160382 | Investment Management | $33,706 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -15.84% | -7.95%-7.9pp | -5.85%-10.0pp | 23.41%-39.3pp |
| Employer contribution / active EE | $15,140 | $13,972+8.4% | $31,839-52.4% | $12,650+19.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |