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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.1+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $46,664 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVE - STE 720 · MEMPHIS, TN 38119 | Investment Management | $42,266 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC DAIN RAUSCHER Service code 19 · EIN 41-1416330 | Securities Custodian | $31,444 |
VALLEY FORGE CAPITAL ADVISORS1+ years Service code 28 · EIN 03-0476936 | Investment Management | $23,926 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,000 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $14,189 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,508 |
RICHARD GABRIEL ASSOCIATES1+ years Service code 11 · EIN 23-2817579 | Actuarial | $10,450 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $10,020 |
THE MCKEOGH COMPANY1+ years Filed as: THE MCKEOGH CO. Service code 11 200 BARR HARBOR DR. - STE 225 · CONSHOHOCKEN, PA 19428 | Actuarial | $10,000 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -5.59% | 2.79%-8.4pp | 4.16%-9.7pp | 11.88%-17.5pp |
| Employer contribution / active EE | $11,316 | $10,530+7.5% | $29,966-62.2% | $14,612-22.6% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |