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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 | $769,962 |
I.E. SHAFFER & CO.9+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $379,680 |
Service code 10 · EIN 13-3257590 | Accounting | $232,115 |
Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-6038770 | Advisory (Plan) | $188,187 |
PHILADELPHIA TRUST COMPANY9+ years Service code 28 · EIN 23-2979239 | Investment Management | $148,226 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $146,772 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS Service code 10 · EIN 22-3163246 | Accounting | $71,142 |
Service code 28 · EIN 14-1564237 | Investment Management | $50,778 |
Service code 29 · EIN 21-0533765 | Legal | $45,091 |
Filed as: NATIONAL INVESTMENT SERVICES INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $34,581 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.62% | 11.08%-1.5pp | 8.10%+1.5pp | 8.76%+0.9pp |
| Employer contribution / active EE | $26,615 | $13,910+91.3% | $28,649-7.1% | $16,664+59.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |