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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL · NEWTOWN, PA 18940 | Advisory (Plan) | $45,000 |
THE MCKEOGH COMPANY6+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $41,313 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-0659306 BOX 81249 · MOBURN, MA 01813 | Investment Management | $35,079 |
FABIAN & BYRN LLC2 years Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $33,329 |
BACHELER & COMPANY PC1 year Filed as: BACHELER & COMPANY, PC Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $22,699 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLPP Service code 19 · EIN 56-1557450 301 COLLEGE STREET · CHARLOTTE, NC 28202 | Securities Custodian | $22,494 |
MERANZE KATZ AND GAUDIOSO PC2 years Filed as: MERANZE KATZ & GAUDISO Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $20,000 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $15,985 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $15,985 |
GREAT LAKES ADVISORS, LLC6+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $12,316 |
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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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 14.69% | 9.30%+5.4pp | 7.87%+6.8pp | 627.08%-612.4pp |
| Employer contribution / active EE | $20,821 | $21,052-1.1% | $31,784-34.5% | $18,824+10.6% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |