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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $838,716 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $558,204 |
JOHNSTON ASSET MANAGEMENT6 years Filed as: HARDMAN JOHNSTON Service code 28 | Investment Management | $536,120 |
PORTFOLIO ADVISORS3 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 9 OLD KINGS HWY S · DARIEN, CT 06820 | Investment Management | $427,732 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 23-2981986 | Investment Management | $394,519 |
PERRY N. BLACKMAN, CPA8+ years Service code 10 · EIN 23-2244789 | Accounting | $371,868 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $331,599 |
GREAT LAKE ADVISORS3 years Filed as: GREAT LAKE ADVISORS LLC Service code 28 2315 LASALLE ST 13TH FLOOR · CHICAGO, IL 60604 | Investment Management | $268,461 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $233,041 |
Service code 28 · EIN 52-6218800 | Investment Management | $174,990 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | -0.75% | 8.84%-9.6pp | 12.68%-13.4pp | 9.11%-9.9pp |
| Employer contribution / active EE | $19,562 | $8,705+124.7% | $41,626-53.0% | $12,231+59.9% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |