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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $317,549 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $224,709 |
TOCQUEVILLE ASSET MANAGEMENT2+ years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $215,690 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 10 · EIN 23-2979239 | Accounting | $188,276 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $91,616 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $70,974 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $62,926 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $56,154 |
SEI INVESTMENTS2+ years Filed as: SEI/INTECH Service code 28 · EIN 56-6593356 | Investment Management | $48,333 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING Service code 28 · EIN 06-0303370 | Investment Management | $32,672 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.61% | 12.33%+1.3pp | 8.32%+5.3pp | 17.84%-4.2pp |
| Employer contribution / active EE | $7,250 | $11,641-37.7% | $30,793-76.5% | $14,688-50.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |