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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 22-2772200 | Investment Management | $607,597 |
OLD GLORY ASSET MANAGEMENT3+ years Service code 28 · EIN 90-0065134 | Investment Management | $243,857 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M. VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $189,772 |
GOODWIN CAPITAL ADVISORS3+ years Service code 28 · EIN 95-4191764 | Investment Management | $150,034 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $149,910 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $148,942 |
CHEIRON3+ years Filed as: CHEIRON,INC. Service code 11 · EIN 72-1552978 | Actuarial | $139,562 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Service code 28 · EIN 01-0614895 | Investment Management | $137,821 |
NEWTOWER TRUST COMPANY3+ years Service code 28 · EIN 20-1641876 | Investment Management | $112,427 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $104,787 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.12% | 12.33%-2.2pp | 8.32%+1.8pp | 17.84%-7.7pp |
| Employer contribution / active EE | $14,226 | $11,641+22.2% | $30,793-53.8% | $14,688-3.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |