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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATIVE SERVICE PROFESSIONAL10+ years Service code 15 · EIN 20-4056745 | Recordkeeping | $2,926,000 |
BANNER RIDGE PARTNERS LP1 year Filed as: BANNER RIDGE PARTNERS, LP Service code 28 641 LEXINGTON AVE., 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $2,768,911 |
SIGULER GUFF ADVISERS, LLC4 years Service code 28 · EIN 13-3855629 | Investment Management | $1,089,055 |
TOCQUEVILLE ASSET MANAGEMENT10+ years Service code 28 · EIN 13-3547557 | Investment Management | $1,015,593 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $918,041 |
BOSTON PARTNERS9 years Service code 28 · EIN 98-0202744 | Investment Management | $766,475 |
Filed as: NB ALTERNATIVE ADVISERS, LLC Service code 28 · EIN 82-2900910 | Investment Management | $662,124 |
RBC WEALTH MANAGEMENT10+ years Service code 28 · EIN 41-1416330 | Investment Management | $560,636 |
STEVENS & LEE10+ years Service code 29 · EIN 23-1886296 | Legal | $493,985 |
GOODWIN CAPITAL ADVISORS1 year Filed as: GOODWIN CAPITAL ADVISERS, INC. Service code 28 · EIN 13-5155720 | Investment Management | $462,540 |
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Participant contribution per participant 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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.41% | 8.48%+3.9pp | 10.53%+1.9pp | 8.48%+3.9pp |
| Employer contribution / active EE | $20,914 | $9,949+110.2% | $26,797-22.0% | $9,949+110.2% |
| Participant deferral / active EE | $97 | $734-86.8% | $122-20.8% | $734-86.8% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |