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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $65,139 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $57,074 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $55,851 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 377 BROAD WAY · NEW YORK, NY 10013 | Investment Management | $53,169 |
GEM GROUP3+ years Service code 13 · EIN 25-1139840 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $49,664 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR INVESTMENTS LLC Service code 28 · EIN 84-1596610 2401 EAST SECOND STREET · DENVER, CO 80206 | Investment Management | $46,839 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $37,500 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES LTD Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $35,770 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J P MORGAN CHASE Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $35,201 |
JENNINGS SIGMOND P.C.2 years Filed as: SIGMOND JENNINGS PC Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $33,355 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.31% | 13.03%-0.7pp | 10.36%+1.9pp | 23.90%-11.6pp |
| Employer contribution / active EE | $28,400 | $15,779+80.0% | $37,738-24.7% | $16,539+71.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |