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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT4 years Filed as: HARDMAN JOHNSTON Service code 28 | Investment Management | $681,847 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $509,563 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $506,993 |
Service code 28 · EIN 52-6218800 | Investment Management | $460,747 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 23-2981986 | Investment Management | $345,074 |
PERRY N. BLACKMAN, CPA6+ years Service code 10 · EIN 23-2244789 | Accounting | $334,616 |
Service code 28 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $300,000 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $292,021 |
PORTFOLIO ADVISORS1 year Filed as: PORTFOLIO ADVISORS, LLC Service code 28 9 OLD KINGS HWY S · DARIEN, CT 06820 | Investment Management | $227,827 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $191,670 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 28.94% | 12.07%+16.9pp | 8.95%+20.0pp | 15.63%+13.3pp |
| Employer contribution / active EE | $19,535 | $9,481+106.0% | $46,559-58.0% | $11,476+70.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |