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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL MGMT, L.P. Service code 28 · EIN 22-3367558 | Investment Management | $142,946 |
FOUNDRY PARTNERS3+ years Service code 28 · EIN 46-1184506 | Investment Management | $102,221 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $101,395 |
FRANK M. VACCARO & ASSOCIATES3+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $89,149 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $83,745 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $53,700 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NA Service code 19 · EIN 25-1197336 | Securities Custodian | $45,411 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $44,201 |
BEYER-BARBER COMPANY3+ years Filed as: BEYER-BARBER Service code 11 · EIN 23-2503024 | Actuarial | $34,580 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $29,905 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.74% | 11.78%+2.0pp | 8.32%+5.4pp | 23.90%-10.2pp |
| Employer contribution / active EE | $17,480 | $11,309+54.6% | $30,793-43.2% | $16,539+5.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |