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| Provider | Service type | Compensation |
|---|---|---|
EDGEWOOD MANAGEMENT LLC1+ years Filed as: EDGEWOOD CAPITAL MANAGEMENT Service code 28 · EIN 20-4044179 | Investment Management | $84,879 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $56,250 |
LOCAL 44 WELFARE FUND1+ years Service code 13 · EIN 34-6621298 | Contract Administrator | $47,439 |
BOSTON PARTNERS1+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $41,906 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $38,550 |
GOLDSTEIN GRAGEL LLC1+ years Service code 29 · EIN 26-3575398 | Legal | $38,381 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $37,956 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $36,042 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT Service code 13 500 VIRGINIA STREET EAST · ONA, WV 25301 | Contract Administrator | $31,418 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $23,950 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | -1.64% | 3.49%-5.1pp | 4.16%-5.8pp | 7.18%-8.8pp |
| Employer contribution / active EE | $7,687 | $11,083-30.6% | $29,966-74.3% | $13,095-41.3% |
| 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% |