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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $296,603 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $191,068 |
NEUBERGER BERMAN5+ 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 | $159,563 |
RIDGEWORTH5+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 911850000 | Investment Management | $158,205 |
BLACKSTONE5+ years Filed as: BLACKSTONE ALTERNATIVE ASSET M Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $138,385 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $103,108 |
DIAMOND HILL5+ 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 | $102,694 |
Filed as: TORTOISE CREDIT SERVICES Service code 28 · EIN 47-5209018 | Investment Management | $81,585 |
RICHMOND CAPITAL MANAGEMENT5+ years Service code 28 · EIN 54-1288566 | Investment Management | $76,722 |
LEGG MASON3 years Filed as: LEGG MASON PRIVATE PORTFOLIO GROUP Service code 28 · EIN 20-5991122 | Investment Management | $69,904 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 20.70% | 10.27%+10.4pp | 10.56%+10.1pp | 53.27%-32.6pp |
| Employer contribution / active EE | $17,647 | $12,273+43.8% | $30,199-41.6% | $14,774+19.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |