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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $371,602 |
OLD GLORY ASSET MANAGEMENT9+ years Service code 28 · EIN 90-0065134 | Investment Management | $350,130 |
RBC GLOBAL ASSET MANAGEMENT6 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 28 · EIN 41-1460668 | Investment Management | $260,574 |
Service code 28 · EIN 04-2895544 | Investment Management | $247,476 |
THOMAS BEAL7 years Filed as: THOMAS KLINGENBERG Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $221,831 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $210,000 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $196,231 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $185,740 |
NEWTOWER TRUST COMPANY9+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $178,932 |
DENNIS G. JENKINS, CPA,LLC8 years Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $164,795 |
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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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 5.45% | 9.30%-3.8pp | 7.19%-1.7pp | 9.30%-3.8pp |
| Employer contribution / active EE | $21,522 | $12,551+71.5% | $35,958-40.1% | $12,551+71.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $162-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |