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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT8+ years Service code 28 · EIN 90-0065134 | Investment Management | $412,710 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $391,708 |
THOMAS BEAL6 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $359,053 |
DENNIS G. JENKINS, CPA,LLC7 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $271,770 |
Service code 28 · EIN 04-2895544 | Investment Management | $241,918 |
RBC GLOBAL ASSET MANAGEMENT5 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 28 · EIN 41-1460668 | Investment Management | $223,513 |
CONESTOGA CAPITAL ADVISORS, LLC8+ years Filed as: CONESTOGA CAPITAL Service code 28 · EIN 23-3072906 | Investment Management | $221,459 |
NEUBERGER BERMAN3 years Service code 28 · EIN 61-1591182 | Investment Management | $220,497 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $219,545 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 28 · EIN 58-2432390 | Investment Management | $210,000 |
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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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 0.55% | 9.11%-8.6pp | 9.57%-9.0pp | 9.11%-8.6pp |
| Employer contribution / active EE | $21,907 | $12,231+79.1% | $39,814-45.0% | $12,231+79.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $46-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |