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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT3+ years Service code 28 · EIN 90-0065134 | Investment Management | $435,592 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $298,905 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LIMITED Service code 28 · EIN 04-3472863 | Investment Management | $279,363 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $277,051 |
CONESTOGA CAPITAL ADVISORS, LLC3+ years Filed as: CONESTOGA CAPITAL Service code 28 · EIN 23-3072906 | Investment Management | $231,761 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $224,957 |
RCP ADVISORS LLC3+ years Service code 28 · EIN 36-4465125 | Investment Management | $187,546 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $169,583 |
CHRISTOPHER DOWNEY3+ years Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $163,140 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $154,314 |
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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 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 10.09% | 33.37%-23.3pp | 83.75%-73.7pp | 33.37%-23.3pp |
| Employer contribution / active EE | $21,863 | $11,253+94.3% | $41,592-47.4% | $11,253+94.3% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |