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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES1+ years Filed as: CARDAY ASSOCIATES, INC Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR, SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $56,273 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL, SUITE 132 · NEWTON, PA 18940 | Advisory (Plan) | $45,000 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 ONE WALL STREET, 12TH FLOOR · NEW YORK, NY 10286 | Securities Custodian | $36,046 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-2943773 121 SOUTH SOUTH BROAD ST, 12TH FL · PHILADELPHIA, PA 19107 | Legal | $28,674 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. Service code 51 · EIN 04-3200030 1384 OLD FREDERICK RD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Mgmt Fees | $26,924 |
THE MCKEOGH COMPANY1+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE, SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $26,720 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 300 ATLANTIC STREET, SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $24,190 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 510 FIRST AVENUE NORTH, SUITE 409 · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $23,875 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 13-4920330 30 NORTH LASALLE STREET · CHICAGO, IL 60602 | Securities Custodian | $13,059 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $12,615 |
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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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | 2.51% | -0.83%+3.3pp | -1.08%+3.6pp | 2.81%-0.3pp |
| Employer contribution / active EE | $23,327 | $22,474+3.8% | $35,779-34.8% | $16,358+42.6% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |