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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $393,795 |
Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $198,593 |
BAHL & GAYNOR3+ years Filed as: BAHL AND GAYNOR, INC Service code 31 · EIN 31-1297139 | Named fiduciary; Soft dollars commiss... | $166,344 |
Service code 11 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $150,395 |
PHILADELPHIA TRUST COMPANY3+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $144,606 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $141,170 |
CLEARY, JOSEM & TRIGIANI LLP3+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $114,488 |
PNC BANK, N.A.2 years Service code 19 · EIN 25-1211909 | Securities Custodian | $104,154 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $90,000 |
OLD GLORY ASSET MANAGEMENT3+ years Service code 28 · EIN 90-0065134 | Investment Management | $88,430 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.24% | 12.33%-0.1pp | 8.32%+3.9pp | 17.84%-5.6pp |
| Employer contribution / active EE | $17,827 | $11,641+53.1% | $30,793-42.1% | $14,688+21.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |