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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.7+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $143,338 |
ALGER7+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $123,353 |
PNC BANK, N.A.7+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Custodial (securities); Claims proces... | $114,272 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $79,700 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $77,229 |
GAMCO ASSET MANAGEMENT7+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $74,723 |
RBC WEALTH MANAGEMENT7+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
MOUNT VERNON ASSOCIATES7+ years Service code 28 · EIN 52-1453813 | Investment Management | $67,039 |
MARKOWITZ & RICHMAN7+ years Service code 29 · EIN 23-2111581 | Legal | $30,494 |
BARATZ & ASSOCIATES, P.A.7+ years Service code 10 · EIN 22-2212404 | Accounting | $28,000 |
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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 | $74,745-100.0% | $116,667-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 33.4%-33.4pp | 8.4%-8.4pp |
| Annual return | 11.44% | 7.38%+4.1pp | 7.88%+3.6pp | 18.35%-6.9pp |
| Employer contribution / active EE | $4,037 | $7,541-46.5% | $39,100-89.7% | $14,669-72.5% |
| Participant deferral / active EE | $0 | $0 | $53-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $37,498-100.0% | $15,347-100.0% | $9,141-100.0% |