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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $153,422 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 225 EAST MASON STREET · MILWAUKEE, WI 53202 | Investment Management | $109,559 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MGT. Service code 27 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS, FL 44 · NEW YORK, NY 10020 | Advisory (Plan) | $96,172 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $66,723 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $46,628 |
DODGE & COX2+ years Filed as: DODGE & COX INTERNATIONAL Service code 27 · EIN 94-1441976 | Advisory (Plan) | $45,112 |
BAIRD FUNDS2+ years Filed as: BAIRD FUNDS INC.C/O U.S. BANCORP FU Service code 28 615 E MICHIGAN STREET, THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $41,455 |
MEPT2+ years Filed as: MEPT-NEWTOWER Service code 27 · EIN 52-6218800 700 13TH ST. NW, SUITE 1150 · WASHINGTON, DC 20005 | Advisory (Plan) | $37,016 |
PFM ADVISORS2+ years Service code 27 · EIN 22-2393763 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WACHOVIA BANK NA Service code 28 · EIN 22-0781130 21 SOUTH STREET, 4TH FLOOR · MORRISTOWN, NJ 07960 | Investment Management | $21,550 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.60% | 3.49%+4.1pp | 4.16%+3.4pp | 7.18%+0.4pp |
| Employer contribution / active EE | $9,868 | $11,083-11.0% | $29,966-67.1% | $13,095-24.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |