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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.5+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $133,429 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $126,545 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $109,563 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $82,200 |
PNC BANK, N.A.5+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Claims processing; Custodial (securit... | $76,693 |
MOUNT VERNON ASSOCIATES5+ years Service code 28 · EIN 52-1453813 | Investment Management | $70,920 |
RBC WEALTH MANAGEMENT5+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $40,425 |
BARATZ & ASSOCIATES, P.A.5+ years Service code 10 · EIN 22-2212404 | Accounting | $31,750 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 15 · EIN 23-2182079 | Recordkeeping | $28,111 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $445,290-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 19.04% | 21.83%-2.8pp | 11.97%+7.1pp | 21.83%-2.8pp |
| Employer contribution / active EE | $96 | $12,237-99.2% | $37,298-99.7% | $12,237-99.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $23-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,503-100.0% | $1,551,325-100.0% |