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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT6+ years Service code 28 · EIN 90-0065134 | Investment Management | $488,228 |
THOMAS BEAL4 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $299,934 |
DENNIS G. JENKINS, CPA,LLC5 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $247,143 |
NEWTOWER TRUST COMPANY6+ years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $213,189 |
NEUBERGER BERMAN1 year Service code 28 · EIN 61-1591182 | Investment Management | $187,890 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $185,000 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $181,005 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $177,307 |
CHRISTOPHER DOWNEY6+ years Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $176,635 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $156,782 |
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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 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 31.60% | 15.63%+16.0pp | 8.88%+22.7pp | 15.63%+16.0pp |
| Employer contribution / active EE | $27,438 | $11,476+139.1% | $42,607-35.6% | $11,476+139.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |