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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON & COMPANY10+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $224,128 |
INCOME RESEARCH & MANAGEMENT9 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $179,144 |
MERCER10+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $178,336 |
SEI INVESTMENTS4 years Filed as: COOKE & BIELER LP Service code 28 · EIN 23-3082822 2001 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $85,592 |
EDGEWOOD MANAGEMENT LLC9 years Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $85,494 |
JOHNSTON ASSET MANAGEMENT10+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $83,497 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 5001 1ST AVENUE · PITTSBURGH, PA 15219 | Bank Trustee | $40,857 |
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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 | $36,224-100.0% | $79,278-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 7.7%-7.7pp | 2.9%-2.9pp |
| Annual return | 7.47% | 8.39%-0.9pp | 0.87%+6.6pp | 8.39%-0.9pp |
| Employer contribution / active EE | $8,333 | $18,340-54.6% | $17,293-51.8% | $18,340-54.6% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $20-100.0% | $200-100.0% |