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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT6+ years Service code 27 · EIN 90-0065134 | Advisory (Plan) | $71,482 |
JOHN DULCZAK6+ years Service code 30 · EIN 23-6527213 | Employee (plan); Direct payment from ... | $68,922 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 13-2919773 | Investment Management | $40,000 |
CHEIRON6+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $33,396 |
TD WEALTH MANAGEMENT6+ years Service code 19 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08034 | Securities Custodian | $29,413 |
ATALANTA SOSNOFF6+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $17,762 |
PHILADELPHIA TRUST COMPANY6+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 27 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $16,284 |
FISCHER DORWART, P.C.6+ years Service code 10 · EIN 23-2247478 | Accounting | $14,000 |
Filed as: BEACON ADMINISTRATORS Service code 13 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Contract Administrator | $5,762 |
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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 | $198,586-100.0% | - | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 0.0%0pp | 13.5%-13.5pp |
| Annual return | 10.37% | 9.29%+1.1pp | 6.53%+3.8pp | 9.29%+1.1pp |
| Employer contribution / active EE | $3,960 | $15,168-73.9% | $36,884-89.3% | $15,168-73.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | - | $2,037-100.0% |