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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $246,254 |
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $240,323 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $240,045 |
Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $174,652 |
WEAVER AND TIDWELL, LLP9 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $165,315 |
OLD GLORY ASSET MANAGEMENT10+ years Service code 28 · EIN 90-0065134 | Investment Management | $163,932 |
Service code 27 11111 SANTA MONICA BLVD, 15TH FLOOR · LOS ANGELES, CA 90025 | Advisory (Plan) | $151,641 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 80-0250512 | Advisory (Plan) | $119,261 |
DANIEL A. WINTERS & COMPANY, CPAS10+ years Service code 10 · EIN 23-2586736 | Accounting | $99,820 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $95,481 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 2.30% | 10.33%-8.0pp | 8.10%-5.8pp | 9.30%-7.0pp |
| Employer contribution / active EE | $24,714 | $14,972+65.1% | $28,649-13.7% | $12,551+96.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |