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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC2+ years Filed as: PARENTEBEARD WEALTH MANAGEMENT Service code 27 · EIN 47-2424156 | Advisory (Plan) | $13,995 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO LLC Service code 28 P.O. BOX 219336 · KANSAS CITY, MO 64121 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY2+ years Filed as: OFI GLOBAL ASSET MANAGEMENT, INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
OSTERWEIS CAPITAL MANAGEMENT2+ years Filed as: OSTERWEIS CAPITAL MANAGEMENT LLC Service code 28 1 MARITIME PLZ # 800 · SAN FRANCISCO, CA 94111 | Investment Management | $0 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 4.09% | 4.69%-0.6pp | 5.44%-1.4pp | 4.56%-0.5pp |
| Employer contribution / active EE | $3,264 | $15,631-79.1% | $25,481-87.2% | $15,526-79.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |