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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT7+ years Service code 28 · EIN 90-0065134 | Investment Management | $524,614 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $374,771 |
THOMAS BEAL5 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $308,635 |
CONESTOGA CAPITAL ADVISORS, LLC7+ years Filed as: CONESTOGA CAPITAL Service code 28 · EIN 23-3072906 | Investment Management | $273,419 |
DENNIS G. JENKINS, CPA,LLC6 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $254,034 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 28 · EIN 41-1460668 | Investment Management | $231,505 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $228,855 |
Service code 28 · EIN 04-2895544 | Investment Management | $211,144 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $205,833 |
Service code 28 · EIN 80-0292839 | Investment Management | $194,612 |
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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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -1.04% | 23.41%-24.5pp | -10.12%+9.1pp | 23.41%-24.5pp |
| Employer contribution / active EE | $21,855 | $12,650+72.8% | $47,166-53.7% | $12,650+72.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |