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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 302 KNIGHTS RUN AVENUE SUITE 100 · TAMPA, FL 33602 | Contract Administrator | $64,901 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 12 PENNS TRAIL · NEWTOWN, PA 18940 | Advisory (Plan) | $50,000 |
THE MCKEOGH COMPANY9+ years Filed as: MCKEOGH COMPANY Service code 11 · EIN 23-3003375 FOUR TOWER BRIDGE SUITE 225 · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $29,000 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 301 COLLEGE STREET SUITE 3800 · CHARLOTTE, NC 28202 | Investment Management | $28,467 |
BACHELER & COMPANY PC1 year Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 06034 | Accounting | $20,945 |
Filed as: MERANZE KATZ & GAUDIOSO PC Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET 12TH FLOOR · PHILADELPHIA, PA 19107 | Legal | $20,025 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 30 N. LA SALLE STREET · CHICAGO, IL 60602 | Investment Management | $18,000 |
GREAT LAKES ADVISORS, LLC9+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S. LA SALLE STREET 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $15,276 |
AMALGAMATED BANK8 years Filed as: AMALGAMATED BANK (CUSTODIAN) Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $12,365 |
Service code 28 · EIN 26-6493485 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $5,181 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 5.90% | 146.80%-140.9pp | 20.18%-14.3pp | 22.81%-16.9pp |
| Employer contribution / active EE | $29,062 | $13,016+123.3% | $29,108-0.2% | $18,290+58.9% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |