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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.9+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $372,056 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $261,214 |
NEUBERGER BERMAN9+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5521910 605 THIRD AVE, 2ND FLOOR · NEW YORK, NY 10158 | Investment Management | $213,577 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 91185 | Investment Management | $177,924 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $144,408 |
DIAMOND HILL9+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 325 JOHN H MCCONNELL BLVD, STE 200 · COLUMBUS, OH 43215 | Investment Management | $129,143 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $120,838 |
RICHMOND CAPITAL MANAGEMENT9+ years Service code 28 · EIN 54-1288566 | Investment Management | $107,737 |
MANNING & NAPIER9+ years Filed as: MANNING AND NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Investment Management | $73,665 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $54,075 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 13.45% | 7.15%+6.3pp | 20.18%-6.7pp | 37.77%-24.3pp |
| Employer contribution / active EE | $21,683 | $13,270+63.4% | $29,108-25.5% | $15,798+37.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |