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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $52,917 |
JOE MOSKAUSKI3 years Service code 30 · EIN 23-2652951 | Employee (plan); Recordkeeping fees | $50,514 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $40,052 |
THE MCKEOGH COMPANY5+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003375 | Actuarial | $28,500 |
JENNINGS SIGMOND P.C.5+ years Filed as: JENNINGS & SIGMOND, P.C. Service code 29 510 WALNUT STREET - STE 1600 · PHILADELPHIA, PA 19106 | Legal | $25,414 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $24,491 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $22,988 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $17,956 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $12,529 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $12,520 |
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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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | -2.29% | 6.95%-9.2pp | 8.01%-10.3pp | 627.08%-629.4pp |
| Employer contribution / active EE | $12,356 | $11,635+6.2% | $29,476-58.1% | $18,824-34.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |