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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $154,783 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $60,318 |
WEAVER C. BARKSDALE & ASSOCIATES6+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $58,414 |
JP MORGAN SECURITIES LLC6+ years Filed as: J P MORGAN INVESTMENT ADVISORS Service code 51 · EIN 31-1192865 | Investment Mgmt Fees | $57,306 |
BASIL CASTROVINCI ASSOCIATES INC6+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $49,656 |
Filed as: SCHAFER CULLEN Service code 51 · EIN 13-8099070 | Investment Mgmt Fees | $47,845 |
AMALGAMATED BANK6+ years Service code 28 · EIN 13-4920330 | Investment Management | $47,760 |
C.S. MCKEE, L.P.6+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $45,742 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $45,107 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $38,997 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 19.82% | 11.84%+8.0pp | 8.95%+10.9pp | 13.24%+6.6pp |
| Employer contribution / active EE | $13,061 | $12,426+5.1% | $46,559-71.9% | $14,616-10.6% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |