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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES2+ years Filed as: CARDAY ASSOCIATES, INC Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR, SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $56,631 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL, SUITE 132 · NEWTON, PA 18940 | Advisory (Plan) | $45,000 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVE, SUITE 1100 · CHICAGO, IL 60611 | Investment Management | $37,623 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO. Service code 51 · EIN 04-3200030 1384 OLD FREDERICK RD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Mgmt Fees | $26,258 |
THE MCKEOGH COMPANY2+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE, SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $26,000 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 ONE WALL STREET, 12TH FLOOR · NEW YORK, NY 10286 | Securities Custodian | $22,762 |
MERANZE KATZ AND GAUDIOSO PC2+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-2943773 121 SOUTH SOUTH BROAD ST, 12TH FL · PHILADELPHIA, PA 19107 | Legal | $19,454 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 26-6493485 300 ATLANTIC STREET, SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $17,709 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 18 · EIN 80-0292839 231 S LASALLE ST 4TH FL · CHICAGO, IL 60604 | Investment management fees paid direc... | $15,755 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $13,665 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 5.92% | 4.08%+1.8pp | 3.97%+2.0pp | 11.88%-6.0pp |
| Employer contribution / active EE | $18,817 | $19,692-4.4% | $28,168-33.2% | $14,612+28.8% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |