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| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $155,420 |
BENEFIT PROCESSING, INC.3+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $131,546 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $120,619 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $80,380 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NA Service code 19 · EIN 22-1146430 | Securities Custodian | $76,154 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $71,238 |
RBC WEALTH MANAGEMENT3+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $68,432 |
MOUNT VERNON ASSOCIATES3+ years Service code 28 · EIN 52-1453813 | Investment Management | $65,540 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $39,100 |
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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 | $44,091-100.0% | $451,207-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 35.0%-35.0pp | 4.5%-4.5pp |
| Annual return | 17.78% | 13.95%+3.8pp | 8.77%+9.0pp | 13.95%+3.8pp |
| Employer contribution / active EE | $1,316 | $16,598-92.1% | $36,356-96.4% | $16,598-92.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $68-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $3,635-100.0% | $612-100.0% |