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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $287,576 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $160,034 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5521910 605 THIRD AVE 2ND FL BOX 2-11 · NEW YORK, NY 101580000 | Investment Management | $100,879 |
BRADFORD & MARZEC1+ years Service code 28 · EIN 26-1870753 333 S HOPE STREET, SUITE 4050 · LOS ANGELES, CA 900710000 | Investment Management | $79,823 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 911850000 | Investment Management | $78,834 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET M Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $77,861 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 325 JOHN H MCCONNELL BLVD. STE 200 · COLUMBUS, OH 432150000 | Investment Management | $77,620 |
RICHMOND CAPITAL MANAGEMENT1+ years Service code 28 · EIN 54-1288566 | Investment Management | $71,241 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $63,920 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD PARTNERS, INC. Service code 28 · EIN 43-1468106 9909 CLAYTON ROAD · SAINT LOUIS, MO 631240000 | Investment Management | $46,415 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.23% | 1.36%-1.6pp | -1.61%+1.4pp | 1.67%-1.9pp |
| Employer contribution / active EE | $15,861 | $10,832+46.4% | $30,840-48.6% | $10,506+51.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |