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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Bank Trustee | $107,853 |
NANCY KNOPS10+ years Service code 30 · EIN 22-6172741 385 PARSIPPANY AVENUE · PARSIPPANY, NJ 07054 | Employee (plan); Direct payment from ... | $107,632 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 21 · EIN 13-3257590 190 RIVER ROAD, 3RD FLOOR · SUMMIT, NJ 07901 | Bank Trustee | $59,141 |
MSPC10+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $41,846 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 17 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Pension Consulting | $41,496 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL Service code 21 · EIN 22-1211670 8 CAMPUS DRIVE, 4TH FLOOR · PARSIPPANY, NJ 07054 | Bank Trustee | $29,838 |
SUMMIT FINANCIAL CORPORATION7 years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $24,168 |
MEPT9 years Filed as: MEPT - NEW TOWER Service code 21 · EIN 30-0872552 7315 WISCONSIN AVENUE, SUITE 350W · BETHESDA, MD 20814 | Bank Trustee | $21,868 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $20,113 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 21 5600 TENNYSON PKWY, SUITE 120 · PLANO, TX 75024 | Bank Trustee | $18,000 |
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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 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 19.4%-19.4pp | 2.1%-2.1pp |
| Annual return | 12.83% | 9.16%+3.7pp | 8.54%+4.3pp | 9.16%+3.7pp |
| Employer contribution / active EE | $12,476 | $19,955-37.5% | $26,203-52.4% | $19,955-37.5% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $449-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |