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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 302 KNIGHTS RUN AVENUE SUITE 100 · TAMPA, FL 33602 | Contract Administrator | $62,959 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL · NEWTOWN, PA 18940 | Advisory (Plan) | $50,000 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 301 COLLEGE STREET SUITE 3800 · CHARLOTTE, NC 28202 | Investment Management | $30,794 |
THE MCKEOGH COMPANY10+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $30,400 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N. LA SALLE STREET · CHICAGO, IL 60602 | Investment Management | $28,480 |
BACHELER & COMPANY PC2 years Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 06034 | Accounting | $21,193 |
MERANZE KATZ AND GAUDIOSO PC2 years Filed as: MERANZE KATZ & GAUDIOSO PC Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET 12TH FLOOR · PHILADELPHIA, PA 19107 | Legal | $20,005 |
GREAT LAKES ADVISORS, LLC10+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S. LA SALLE STREET 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $17,531 |
AMALGAMATED BANK9 years Filed as: AMALGAMATED BANK (CUSTODIAN) Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $12,770 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 1205 WESTLAKES DRIVE SUITE 100 · BERWYN, PA 19312 | Investment Management | $5,961 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 8.79% | 11.01%-2.2pp | 8.10%+0.7pp | 7.65%+1.1pp |
| Employer contribution / active EE | $28,518 | $13,413+112.6% | $28,649-0.5% | $20,582+38.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |