Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FM VACCARO AND ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $257,328 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $178,590 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 | Investment Management | $126,161 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW ASSET MANAGEMENT Service code 28 · EIN 34-1705163 | Investment Management | $106,994 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $81,611 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $73,723 |
COLUMBIA PARTNERS1 year Service code 27 · EIN 52-1940739 | Advisory (Plan) | $62,945 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $49,601 |
TUCKER ARENSBERG1 year Service code 29 · EIN 25-1425735 | Legal | $40,486 |
MARCO CONSULTING GROUP1 year Service code 17 · EIN 36-3555078 | Pension Consulting | $37,789 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.22% | 3.63%+3.6pp | 4.16%+3.1pp | 9.19%-2.0pp |
| Employer contribution / active EE | $11,230 | $11,363-1.2% | $29,966-62.5% | $12,608-10.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |