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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 10 HUDSON YARDS · NEW YORK, NY 10001 | Investment Management | $753,850 |
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $472,969 |
Service code 28 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $212,873 |
Filed as: CONSTITUTION CAPITAL Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $121,825 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $103,852 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $83,497 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $79,252 |
DAVID A. GERSON, CPA & ASSOC., PC10+ years Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $68,498 |
FRANKLIN TEMPLETON6 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $63,669 |
FENIMORE ASSET MANAGEMENT6 years Service code 28 · EIN 14-1564237 | Investment Management | $56,602 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 11.40% | 10.08%+1.3pp | 8.99%+2.4pp | 8.88%+2.5pp |
| Employer contribution / active EE | $8,122 | $15,398-47.3% | $25,171-67.7% | $15,934-49.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |