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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $238,473 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $132,781 |
Filed as: LOGAN CAPITAL MANAGEMENT INC Service code 28 · EIN 23-2744570 | Investment Management | $91,056 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $87,500 |
SAMUEL GOLDSTEIN & CO PC4 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Direct payment from the plan; Employe... | $77,267 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $72,900 |
Filed as: BOYD WATERSON ASSETS MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $70,435 |
Filed as: CBIZ Service code 11 · EIN 22-2769024 | Actuarial | $67,745 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $65,678 |
PORTFOLIO ADVISORS1 year Filed as: PORTFOLIO ADVISORS, LLC Service code 28 · EIN 06-1487853 | Investment Management | $60,553 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 6.87% | 15.15%-8.3pp | 10.57%-3.7pp | 11.45%-4.6pp |
| Employer contribution / active EE | $9,358 | $16,781-44.2% | $29,483-68.3% | $17,219-45.7% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |