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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Bank Trustee | $104,258 |
JOHNSTON ASSET MANAGEMENT9+ years Service code 21 · EIN 13-3257590 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Bank Trustee | $59,548 |
I.E. SHAFFER & CO.9+ years Filed as: I E SHAFFER & CO Service code 17 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Pension Consulting | $41,435 |
MSPC9+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $39,128 |
MEPT8 years Filed as: MEPT - NEW TOWER Service code 21 · EIN 30-0872552 7315 WISCONSIN AVENUE, SUITE 350W · BETHESDA, MD 20814 | Bank Trustee | $22,364 |
SUMMIT FINANCIAL CORPORATION6 years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $22,000 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $18,348 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 21 5600 TENNYSON PKWY, SUITE 120 · PLANO, TX 75024 | Bank Trustee | $18,000 |
Filed as: PRUDENTIAL Service code 21 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Bank Trustee | $16,763 |
Filed as: MUTUAL OF AMERICA, INVESTMENT MGR Service code 21 · EIN 13-3701801 12 E 49TH STREET · NEW YORK, NY 10017 | Bank Trustee | $12,646 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 22.53% | 8.01%+14.5pp | 8.34%+14.2pp | 7.65%+14.9pp |
| Employer contribution / active EE | $12,289 | $20,177-39.1% | $30,790-60.1% | $20,582-40.3% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |