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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS8+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $268,710 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $217,210 |
Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $167,940 |
WEAVER AND TIDWELL, LLP7 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $165,256 |
OLD GLORY ASSET MANAGEMENT8+ years Service code 28 · EIN 90-0065134 | Investment Management | $122,077 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DR SUITE 100 · BERWYN, PA 19312 | Investment Management | $109,759 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $92,700 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $80,523 |
Service code 10 · EIN 23-2586736 | Accounting | $72,809 |
EMPLOYEE FIDUCIARY, LLC8+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $63,531 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.06% | -7.95%-4.1pp | -5.85%-6.2pp | 23.41%-35.5pp |
| Employer contribution / active EE | $22,617 | $13,972+61.9% | $31,839-29.0% | $12,650+78.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |