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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $242,406 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $240,358 |
NEUBERGER BERMAN8+ 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 | $211,686 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 911850000 | Investment Management | $182,610 |
DIAMOND HILL8+ 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 | $158,901 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $136,991 |
BLACKSTONE8+ years Filed as: BLACKSTONE ALTERNATIVE ASSET M Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $121,961 |
RICHMOND CAPITAL MANAGEMENT8+ years Service code 28 · EIN 54-1288566 | Investment Management | $96,784 |
MANNING & NAPIER8+ years Filed as: MANNING AND NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 144500000 | Investment Management | $72,331 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE Service code 28 620 EIGHTH AVENUE · NEW YORK, NY 10018 | Investment Management | $61,320 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -14.27% | -8.26%-6.0pp | -5.85%-8.4pp | 2.78%-17.0pp |
| Employer contribution / active EE | $19,982 | $12,543+59.3% | $31,839-37.2% | $15,276+30.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |