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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $157,802 |
Filed as: SCHAFER CULLEN Service code 51 · EIN 13-8099070 | Investment Mgmt Fees | $80,937 |
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $58,023 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $57,815 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $57,543 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $50,428 |
WEAVER C. BARKSDALE & ASSOCIATES2+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $46,546 |
BASIL CASTROVINCI ASSOCIATES INC2+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $44,400 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $34,000 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $30,980 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.66% | 13.03%-3.4pp | 10.36%-0.7pp | 23.90%-14.2pp |
| Employer contribution / active EE | $13,141 | $15,779-16.7% | $37,738-65.2% | $16,539-20.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |