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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INTERNATIONAL Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $163,938 |
I.E. SHAFFER & CO.7+ years Filed as: I E SHAFFER & CO Service code 14 · EIN 22-1750854 | Plan Administrator | $150,131 |
Filed as: CRAWFORD INVESTMENT COUNSEL,INC Service code 28 600 GALLERIA PARKWAY, SUITE 1650 · ATLANTA, GA 30339 | Investment Management | $85,139 |
JP MORGAN SECURITIES LLC7+ years Filed as: J P MORGAN INVESTMENT ADVISORS Service code 51 · EIN 31-1192865 | Investment Mgmt Fees | $83,035 |
Filed as: DA GERSON, CPA & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $63,713 |
WEAVER C. BARKSDALE & ASSOCIATES7+ years Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $55,849 |
BASIL CASTROVINCI ASSOCIATES INC7+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2835100 | Actuarial | $49,656 |
SAGE ADVISORY SERVICES7+ years Filed as: SAGE ADVISORY Service code 51 · EIN 74-2798841 | Investment Mgmt Fees | $39,406 |
AMALGAMATED BANK7+ years Service code 28 · EIN 13-4920330 | Investment Management | $38,362 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 45-3328488 | Investment Management | $37,565 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -3.54% | 38.53%-42.1pp | -3.21%-0.3pp | 2.77%-6.3pp |
| Employer contribution / active EE | $13,365 | $14,659-8.8% | $46,051-71.0% | $15,262-12.4% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |