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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.6+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $130,600 |
ALGER6+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $115,635 |
GAMCO ASSET MANAGEMENT6+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $97,147 |
BOLTON PARTNERS, INC.6+ 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.6+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Distribution (12b-1) fees; Custodial ... | $74,072 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $71,283 |
RBC WEALTH MANAGEMENT6+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
MOUNT VERNON ASSOCIATES6+ years Service code 28 · EIN 52-1453813 | Investment Management | $69,052 |
BARATZ & ASSOCIATES, P.A.6+ years Service code 10 · EIN 22-2212404 | Accounting | $28,125 |
MARKOWITZ & RICHMAN6+ years Service code 29 · EIN 23-2111581 | Legal | $16,791 |
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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 | $198,586-100.0% | $146,045-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 12.5%-12.5pp | 13.5%-13.5pp |
| Annual return | 12.08% | 9.29%+2.8pp | 9.81%+2.3pp | 9.29%+2.8pp |
| Employer contribution / active EE | $23,807 | $15,168+57.0% | $39,797-40.2% | $15,168+57.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $130-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |