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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.2+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $139,050 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $136,378 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $136,266 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $82,656 |
PNC BANK, N.A.2+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Custodial (securities); Distribution ... | $75,405 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $71,238 |
RBC WEALTH MANAGEMENT2+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $69,181 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $66,486 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $64,667 |
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Employer contribution per participant 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 | $49,677-100.0% | $522,493-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.0%-37.0pp | 3.6%-3.6pp |
| Annual return | 5.50% | 11.88%-6.4pp | 4.11%+1.4pp | 11.88%-6.4pp |
| Employer contribution / active EE | $1,846 | $14,612-87.4% | $35,308-94.8% | $14,612-87.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $25-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $8,766-100.0% | $637-100.0% |