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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT2+ years Service code 27 · EIN 90-0065134 | Advisory (Plan) | $82,059 |
JOHN DULCZAK2+ years Service code 30 · EIN 23-6527213 | Employee (plan) | $56,557 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 27 440 WHEELERS FARMS ROAD · MILFORD, CT 06461 | Advisory (Plan) | $41,301 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 · EIN 13-2919773 | Investment Management | $40,000 |
TD WEALTH MANAGEMENT2+ years Service code 19 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08034 | Securities Custodian | $34,817 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $27,355 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 27 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $18,781 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $17,094 |
FISCHER DORWART, P.C.2+ years Service code 10 · EIN 23-2247478 | Accounting | $13,500 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $5,517 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 5.97% | 5.80%+0.2pp | 4.74%+1.2pp | 11.88%-5.9pp |
| Employer contribution / active EE | $5,743 | $15,506-63.0% | $36,089-84.1% | $14,612-60.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |