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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 377 BROAD WAY · NEW YORK, NY 10013 | Investment Management | $130,638 |
Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $98,989 |
GEM GROUP2+ years Service code 13 · EIN 25-1139840 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $74,496 |
Filed as: J P MORGAN CHASE Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $69,109 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $54,445 |
JENNINGS SIGMOND P.C.1 year Filed as: SIGMOND JENNINGS PC Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $39,417 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $37,339 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 50 SOUTH LASALLE ST · CHICAGO, IL 60675 | Investment Management | $30,465 |
Filed as: P N C BANK Service code 15 · EIN 22-1146430 400 WEST CROSSTOWN PARKWA · KALAMAZOO, MI 49001 | Recordkeeping | $29,604 |
Filed as: YOUNG CONAWAY STARGATT TAYLOR Service code 29 · EIN 51-0082644 1000 NORTH KING STREET · WILMINGTON, DE 19801 | Legal | $26,278 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.21% | 5.13%+0.1pp | 4.74%+0.5pp | 7.18%-2.0pp |
| Employer contribution / active EE | $25,172 | $14,689+71.4% | $36,089-30.2% | $13,095+92.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |