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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL · NEWTOWN, PA 18940 | Advisory (Plan) | $45,000 |
FABIAN & BYRN LLC1 year Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $31,434 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-0659306 BOX 81249 · MOBURN, MA 01813 | Investment Management | $30,435 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLPP Service code 19 · EIN 56-1557450 301 COLLEGE STREET · CHARLOTTE, NC 28202 | Securities Custodian | $29,599 |
THE MCKEOGH COMPANY5+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $26,000 |
Filed as: JOHNSTON ASSET MANAGMENT Service code 28 · EIN 26-6493485 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Management | $25,197 |
Filed as: MERANZE KATZ & GAUDISO Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $20,000 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $16,829 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $16,492 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $13,218 |
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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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 16.78% | 12.11%+4.7pp | 12.93%+3.9pp | 16.32%+0.5pp |
| Employer contribution / active EE | $26,227 | $18,276+43.5% | $35,210-25.5% | $17,007+54.2% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |