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| Provider | Service type | Compensation |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $170,973 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $160,743 |
ALGER4+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $133,733 |
BENEFIT PROCESSING, INC.4+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $128,353 |
MOUNT VERNON ASSOCIATES4+ years Service code 28 · EIN 52-1453813 | Investment Management | $83,660 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $77,200 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $71,238 |
RBC WEALTH MANAGEMENT4+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
PNC BANK, N.A.4+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Custodial (securities); Distribution ... | $58,324 |
BARATZ & ASSOCIATES, P.A.4+ years Service code 10 · EIN 22-2212404 | Accounting | $27,625 |
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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 | $30,120-100.0% | $298,592-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 44.5%-44.5pp | 14.6%-14.6pp |
| Annual return | -4.95% | -3.47%-1.5pp | -0.25%-4.7pp | 10.56%-15.5pp |
| Employer contribution / active EE | $4,565 | $12,028-62.0% | $39,776-88.5% | $13,643-66.5% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |