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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INSIGHT INVESTMENT Service code 28 · EIN 82-0983489 | Investment Management | $180,145 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 13-3098640 | Investment Management | $175,179 |
RBC WEALTH MANAGEMENT10+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $140,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Custodial (securities); Distribution ... | $137,807 |
BENEFIT PROCESSING, INC.10+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $125,799 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $89,500 |
ALGER10+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $81,815 |
Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $78,927 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $69,480 |
UNITED INDEPENDENT UNION10+ years Service code 14 · EIN 23-1722780 | Plan Administrator | $67,864 |
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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 | $6,300-100.0% | $319,563-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 41.2%-41.2pp | 11.0%-11.0pp |
| Annual return | 2.69% | 6.59%-3.9pp | 7.24%-4.5pp | 8.21%-5.5pp |
| Employer contribution / active EE | $3,511 | $8,564-59.0% | $33,207-89.4% | $13,841-74.6% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |