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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $788,506 |
Service code 28 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $752,398 |
JOHNSTON ASSET MANAGEMENT7 years Filed as: HARDMAN JOHNSTON Service code 28 300 ATLANTIC ST 6TH FLOOR · STAMFORD, CT 06901 | Investment Management | $715,778 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $591,537 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $562,074 |
ALGER9+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $497,416 |
PORTFOLIO ADVISORS4 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 9 OLD KINGS HWY S · DARIEN, CT 06820 | Investment Management | $495,022 |
PERRY N. BLACKMAN, CPA9+ years Service code 10 · EIN 23-2244789 506 CORPORATE DR W · LANGHORNE, PA 19047 | Accounting | $435,291 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 23-2981986 301 S COLLEGE ST 3800 · CHARLOTTE, NC 28202 | Investment Management | $324,865 |
GREAT LAKE ADVISORS4 years Filed as: GREAT LAKE ADVISORS LLC Service code 28 2315 LASALLE ST 13TH FLOOR · CHICAGO, IL 60604 | Investment Management | $268,904 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.25% | 5.34%+0.9pp | 9.17%-2.9pp | 9.30%-3.1pp |
| Employer contribution / active EE | $20,049 | $9,329+114.9% | $40,523-50.5% | $12,551+59.7% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |