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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $235,375 |
GEMGROUP2+ years Filed as: GEMGROUP, INC Service code 13 · EIN 26-1603738 | Contract Administrator | $195,781 |
Service code 28 1251 AVENUE OF THE AMERICAS 34TH FL · NEW YORK, NY 10020 | Investment Management | $149,497 |
BAHL & GAYNOR2+ years Filed as: BAHL AND GAYNOR, INC Service code 31 · EIN 31-1297139 | Soft dollars commissions; Named fiduc... | $136,150 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $131,264 |
GOLDMAN SACHS2+ years Filed as: ANCHORAGE CAPITAL PARTNERS Service code 19 610 BROADWAY 6TH FLOOR · NEW YORK, NY 10012 | Securities Custodian | $126,698 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $123,657 |
Service code 11 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $121,085 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $109,355 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $90,000 |
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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 | $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 | 6.29% | 3.63%+2.7pp | 4.16%+2.1pp | 9.19%-2.9pp |
| Employer contribution / active EE | $18,859 | $11,363+66.0% | $29,966-37.1% | $12,608+49.6% |
| 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% |