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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATERSON ASSETS MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $213,730 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $175,775 |
PORTFOLIO ADVISORS5 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 · EIN 06-1487853 | Investment Management | $158,911 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $113,820 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $100,000 |
SAMUEL GOLDSTEIN & CO PC8 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Employee (plan); Direct payment from ... | $91,100 |
Filed as: LOGAN CAPITAL MANAGEMENT INC Service code 28 · EIN 23-2744570 | Investment Management | $76,388 |
WEDGE CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-1557450 | Investment Management | $75,980 |
WELLS FARGO BANK, N.A.6 years Service code 19 · EIN 94-1347393 | Securities Custodian | $59,322 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $52,229 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 11.84% | 8.51%+3.3pp | 10.53%+1.3pp | 8.76%+3.1pp |
| Employer contribution / active EE | $10,939 | $16,216-32.5% | $26,797-59.2% | $16,664-34.4% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |