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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-6366378 | Recordkeeping | $78,428 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $47,500 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $31,749 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $27,307 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $22,873 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $20,902 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 41-0449260 | Securities Custodian | $20,629 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $12,998 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $11,820 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $219,249-100.0% | $219,249-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 35.3%-35.3pp | 30.0%-30.0pp | 48.7%-48.7pp |
| Annual return | 5.06% | -2.10%+7.2pp | 1.50%+3.6pp | -2.16%+7.2pp |
| Employer contribution / active EE | $0 | $41,887-100.0% | $37,746-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $87-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,572-100.0% |