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| Provider | Service type | Compensation |
|---|---|---|
TOCQUEVILLE ASSET MANAGEMENT3+ years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $361,150 |
JOHNSTON ASSET MANAGEMENT3+ years Filed as: JOHNSON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $337,739 |
I.E. SHAFFER & CO.3+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $324,619 |
PHILADELPHIA TRUST COMPANY3+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 10 · EIN 23-2979239 | Accounting | $276,603 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $97,287 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $82,874 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $64,366 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $55,598 |
O'BRIEN BELLAND & BUSHINSKY3+ years Service code 29 · EIN 37-1467056 | Legal | $46,338 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING Service code 28 · EIN 06-0303370 | Investment Management | $38,193 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.78% | 2.02%+6.8pp | -752.26%+761.0pp | 33.37%-24.6pp |
| Employer contribution / active EE | $7,105 | $12,422-42.8% | $31,802-77.7% | $11,253-36.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |