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| Provider | Service type | Compensation |
|---|---|---|
CONGRESS ASSET MANAGEMENT9+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $280,032 |
FABIAN & BYRN LLC9+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $227,201 |
RAMIREZ ASSET MANAGEMENT9+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $214,115 |
BLACKROCK9+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $97,720 |
MPC CAPITAL ADVISORS LLC8 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $81,022 |
Service code 28 · EIN 26-2237421 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $76,229 |
MSPC9+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $72,066 |
SUMMIT FINANCIAL CORPORATION9+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 36-1776424 | Actuarial | $70,000 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $65,858 |
THE BANK OF NEW YORK MELLON4 years Service code 28 · EIN 13-5160382 | Investment Management | $35,715 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 15.82% | 7.95%+7.9pp | 20.18%-4.4pp | 9.11%+6.7pp |
| Employer contribution / active EE | $14,212 | $14,684-3.2% | $29,108-51.2% | $12,231+16.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |