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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 52-6218800 | Investment Management | $476,611 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: HARDMAN JOHNSTON Service code 28 | Investment Management | $470,611 |
VICTORY5+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 45 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $441,777 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $425,766 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $376,457 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $373,152 |
PERRY N. BLACKMAN, CPA5+ years Service code 10 · EIN 23-2244789 | Accounting | $372,970 |
ROTHSCHILD ASSET MANAGEMENT2 years Service code 28 1251 AVENUE OF THE AMERICAS, 33RD F · NEW YORK, NY 10020 | Investment Management | $352,172 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS Service code 28 590 MADISON AVE 3100 · NEW YORK, NY 10022 | Investment Management | $332,879 |
Service code 28 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $300,000 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -2.97% | 9.48%-12.4pp | 9.52%-12.5pp | 12.86%-15.8pp |
| Employer contribution / active EE | $18,360 | $12,808+43.3% | $41,951-56.2% | $13,687+34.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |