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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR, SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $61,560 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL, SUITE 132 · NEWTON, PA 18940 | Advisory (Plan) | $45,000 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVE, SUITE 1100 · CHICAGO, IL 60611 | Investment Management | $39,865 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 ONE WALL STREET, 12TH FLOOR · NEW YORK, NY 10286 | Securities Custodian | $35,240 |
THE MCKEOGH COMPANY3+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE, SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $26,000 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 26-6493485 300 ATLANTIC STREET, SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $20,504 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO. Service code 51 · EIN 04-3200030 1384 OLD FREDERICK RD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Mgmt Fees | $20,220 |
MERANZE KATZ AND GAUDIOSO PC3+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-2943773 121 SOUTH SOUTH BROAD ST, 12TH FL · PHILADELPHIA, PA 19107 | Legal | $20,055 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $14,944 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK (CUSTODIAN) Service code 19 · EIN 13-4920330 275 7TH AVE · NEW YORK, NY 10001 | Securities Custodian | $12,890 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 13.00% | 10.88%+2.1pp | 9.39%+3.6pp | 13.95%-0.9pp |
| Employer contribution / active EE | $28,236 | $18,458+53.0% | $33,466-15.6% | $16,598+70.1% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |