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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.9+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Claims processing; Custodial (securit... | $206,605 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $191,608 |
RBC WEALTH MANAGEMENT9+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
ALGER9+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $52,303 |
WALTER SCOTT & PARTNERS LIMITED9+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $47,075 |
MARKOWITZ & RICHMAN9+ years Service code 29 · EIN 23-2111581 | Legal | $45,598 |
MOUNT VERNON ASSOCIATES9+ years Service code 28 · EIN 52-1453813 | Investment Management | $44,270 |
BARATZ & ASSOCIATES, P.A.9+ years Service code 10 · EIN 22-2212404 | Accounting | $42,997 |
GAMCO ASSET MANAGEMENT9+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $29,203 |
UNITED INDEPENDENT UNION9+ years Service code 14 · EIN 23-1722780 | Plan Administrator | $20,444 |
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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 | $282,865-100.0% | $131,914-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 53.8%-53.8pp | 12.4%-12.4pp |
| Annual return | 610.68% | 26.18%+584.5pp | 9.67%+601.0pp | 9.89%+600.8pp |
| Employer contribution / active EE | $4,177 | $9,213-54.7% | $33,327-87.5% | $14,313-70.8% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $497-100.0% | $9,084-100.0% |