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| Provider | Service type | Compensation |
|---|---|---|
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 23-2981828 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $124,199 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $98,037 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 1251 6TH AVE · NEW YORK, NY 10020 | Investment Management | $95,936 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $56,096 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $55,000 |
VIRGINIA & AMBINDER, LLP5+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $53,836 |
Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $32,760 |
RICHARD J. CUMMINGS CPA5+ years Filed as: RICHARD J. CUMMINGS, CPA Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $27,000 |
SUSANIN WIDMAN & BRENNAN PC5+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $25,793 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $18,144 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 13.47% | 10.27%+3.2pp | 10.56%+2.9pp | 53.27%-39.8pp |
| Employer contribution / active EE | $13,330 | $12,273+8.6% | $30,197-55.9% | $14,774-9.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |