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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT4+ years Service code 27 · EIN 90-0065134 | Advisory (Plan) | $89,835 |
JOHN DULCZAK4+ years Service code 30 · EIN 23-6527213 | Employee (plan) | $68,024 |
CHEIRON4+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $56,024 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 28 · EIN 13-2919773 | Investment Management | $40,000 |
TD WEALTH MANAGEMENT4+ years Service code 19 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08034 | Securities Custodian | $34,223 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $19,629 |
PHILADELPHIA TRUST COMPANY4+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 27 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $18,814 |
FISCHER DORWART, P.C.4+ years Service code 10 · EIN 23-2247478 | Accounting | $17,875 |
WRIGHT INVESTORS SERVICE4+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 27 440 WHEELERS FARMS ROAD · MILFORD, CT 06461 | Advisory (Plan) | $6,315 |
FRANK M. VACCARO & ASSOCIATES4+ years Filed as: FRANK VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $4,524 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -4.17% | -1.53%-2.6pp | -2.18%-2.0pp | -0.69%-3.5pp |
| Employer contribution / active EE | $5,160 | $14,498-64.4% | $38,751-86.7% | $16,786-69.3% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |