Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 22-2772200 | Investment Management | $511,950 |
OLD GLORY ASSET MANAGEMENT2+ years Service code 28 · EIN 90-0065134 | Investment Management | $213,266 |
BLACKSTONE2+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3637000 | Investment Management | $177,040 |
PNC BANK, N.A.2+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $174,365 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $146,595 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $134,287 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: TURNER INVESTMENT PARTNERS INC. Service code 28 · EIN 23-2587824 | Investment Management | $132,319 |
NEWTOWER TRUST COMPANY2+ years Service code 28 · EIN 20-1641876 | Investment Management | $125,188 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 22-2808571 | Investment Management | $117,329 |
GOODWIN CAPITAL ADVISORS2+ years Service code 51 · EIN 95-4191764 | Investment Mgmt Fees | $99,432 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.95% | 3.63%+4.3pp | 4.16%+3.8pp | 9.19%-1.2pp |
| Employer contribution / active EE | $13,476 | $11,363+18.6% | $29,966-55.0% | $12,608+6.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |