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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CRESCENT CREDIT SOLUTIONS VIIIA-2LP Service code 28 · EIN 86-1529826 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $844,014 |
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $388,239 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 90-0622302 | Investment Management | $241,804 |
Filed as: CONSTITUTION CAPITAL PARTNERS, LLC Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $225,532 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-6038770 | Advisory (Plan) | $150,306 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $114,444 |
FENIMORE ASSET MANAGEMENT2 years Service code 28 · EIN 14-1564237 | Investment Management | $72,145 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS Service code 10 · EIN 22-3163246 | Accounting | $68,718 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $66,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $48,627 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.02% | 8.62%+1.4pp | 8.99%+1.0pp | 10.52%-0.5pp |
| Employer contribution / active EE | $26,193 | $14,400+81.9% | $25,171+4.1% | $15,140+73.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |