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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $330,025 |
WELLS FARGO BANK, N.A.10+ years Filed as: WACHOVIA BANK NA Service code 28 · EIN 22-0781130 21 SOUTH STREET, 4TH FLOOR · MORRISTOWN, NJ 07960 | Investment Management | $270,157 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $100,366 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $97,682 |
LAZARD ASSET MANAGEMENT8 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $95,189 |
Service code 28 · EIN 20-3145515 | Investment Management | $87,804 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $76,781 |
BAIRD FUNDS2 years Filed as: BAIRD FUNDS INC. C/O U.S. BANCORP Service code 28 615 E. MICHIGAN STREET, THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $67,446 |
NEWTOWER TRUST COMPANY2 years Filed as: MEPT NEWTOWER TRUST Service code 27 · EIN 30-0872552 | Advisory (Plan) | $48,439 |
BENTALL GREEN OAK4 years Service code 28 · EIN 52-6218800 | Investment Management | $47,277 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.68% | 11.08%-1.4pp | 8.10%+1.6pp | 8.76%+0.9pp |
| Employer contribution / active EE | $16,052 | $13,910+15.4% | $28,649-44.0% | $16,664-3.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |