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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $275,953 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $158,542 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 911850000 | Investment Management | $116,066 |
NEUBERGER BERMAN3+ 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 | $109,467 |
BLACKSTONE3+ years Filed as: BLACKSTONE ALTERNATIVE ASSET M Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $108,971 |
DIAMOND HILL3+ 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 | $86,041 |
BRADFORD & MARZEC3+ years Service code 28 · EIN 26-1870753 333 S HOPE STREET, SUITE 4050 · LOS ANGELES, CA 900710000 | Investment Management | $73,274 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $72,526 |
RICHMOND CAPITAL MANAGEMENT3+ years Service code 28 · EIN 54-1288566 | Investment Management | $62,840 |
LEGG MASON1 year Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $52,842 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.77% | 12.33%+3.4pp | 8.32%+7.4pp | 17.84%-2.1pp |
| Employer contribution / active EE | $15,263 | $11,641+31.1% | $30,793-50.4% | $14,688+3.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |