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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT4+ years Service code 28 · EIN 90-0065134 | Investment Management | $408,720 |
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $291,620 |
THOMAS BEAL2 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $282,755 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $252,579 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $229,338 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $216,064 |
HARBOURVEST PARTNERS LP4+ years Service code 28 · EIN 74-3130888 | Investment Management | $201,777 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $185,000 |
CHRISTOPHER DOWNEY4+ years Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $171,742 |
GCM GROSVENOR1 year Filed as: GCM CUSTOMIZED FUND INVESTMENT GROU Service code 28 · EIN 80-0952472 | Investment Management | $150,000 |
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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 | $341,093,897-100.0% | $192,455-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 7.52% | 21.83%-14.3pp | 50.81%-43.3pp | 21.83%-14.3pp |
| Employer contribution / active EE | $23,285 | $12,237+90.3% | $42,739-45.5% | $12,237+90.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $90-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,268-100.0% | $1,551,325-100.0% |