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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 302 KNIGHTS RUN AVENUE · TAMPA, FL 33602 | Contract Administrator | $63,086 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL · NEWTOWN, PA 18940 | Advisory (Plan) | $50,000 |
Filed as: MELLON INVESTMENTS CORP. Service code 28 · EIN 25-0659306 PO BOX 81249 · WOBURN, MA 01813 | Investment Management | $41,871 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $39,831 |
THE MCKEOGH COMPANY8+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $28,000 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 301 COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $27,675 |
Service code 28 · EIN 26-6493485 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Management | $25,048 |
MERANZE KATZ AND GAUDIOSO PC4 years Filed as: MERANZE KATZ & GAUDISO Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $22,632 |
BACHELER & COMPANY PC3 years Filed as: BACHELER & COMPANY, PC Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $20,240 |
GREAT LAKES ADVISORS, LLC8+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $14,452 |
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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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -11.91% | -7.97%-3.9pp | 0.46%-12.4pp | 39.77%-51.7pp |
| Employer contribution / active EE | $23,518 | $20,148+16.7% | $35,480-33.7% | $19,959+17.8% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |