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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 | Investment Management | $251,828 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FM VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $226,625 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $225,270 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $118,867 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC Service code 27 · EIN 52-1940739 | Advisory (Plan) | $87,566 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 | Investment Management | $75,040 |
BEYER-BARBER COMPANY1+ years Filed as: BEYER-BARBER Service code 11 · EIN 23-2503024 | Actuarial | $66,155 |
TUCKER ARENSBERG1+ years Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $60,947 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $46,300 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 27 · EIN 13-4044521 | Advisory (Plan) | $43,538 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 73.45% | 1.36%+72.1pp | -1.61%+75.1pp | 1.67%+71.8pp |
| Employer contribution / active EE | $9,844 | $10,832-9.1% | $30,840-68.1% | $10,506-6.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |