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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL, SUITE 132 · NEWTON, PA 18940 | Advisory (Plan) | $57,620 |
THE MCKEOGH COMPANY4+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE, SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $56,525 |
CARDAY ASSOCIATES4+ years Filed as: CARDAY ASSOCIATES, INC Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR, SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $29,204 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 26-6493485 300 ATLANTIC STREET, SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $24,845 |
MERANZE KATZ AND GAUDIOSO PC4+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-2943773 121 SOUTH SOUTH BROAD ST, 12TH FL · PHILADELPHIA, PA 19107 | Legal | $20,052 |
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES ADVISORS Service code 18 · EIN 80-0292839 231 S LASALLE ST 4TH FL · CHICAGO, IL 60604 | Custodial (other than securities); Di... | $18,025 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $17,653 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK (CUSTODIAN) Service code 19 · EIN 13-4920330 275 7TH AVE · NEW YORK, NY 10001 | Securities Custodian | $15,654 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & CO. Service code 51 · EIN 04-3200030 1384 OLD FREDERICK RD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Mgmt Fees | $6,275 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVE, SUITE 1100 · CHICAGO, IL 60611 | Investment Management | $0 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -2.77% | -0.95%-1.8pp | -0.67%-2.1pp | -0.69%-2.1pp |
| Employer contribution / active EE | $22,896 | $18,555+23.4% | $31,731-27.8% | $16,786+36.4% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |