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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 10 HUDSON YARDS, 41ST FLOOR · NEW YORK, NY 10001 | Investment Management | $649,389 |
I.E. SHAFFER & CO.9+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $417,485 |
Filed as: CONSTITUTION CAPITAL Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $316,597 |
Service code 28 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $226,264 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $105,617 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $103,638 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $77,364 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $67,266 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $54,409 |
GCM GROSVENOR4 years Filed as: GROSVENOR Service code 28 · EIN 32-0497309 767 FIFTH AVENUE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $53,007 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.83% | 10.33%+4.5pp | 8.10%+6.7pp | 9.30%+5.5pp |
| Employer contribution / active EE | $7,302 | $14,972-51.2% | $28,649-74.5% | $12,551-41.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |