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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: J P MORGAN CHASE Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $90,873 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $81,335 |
Service code 13 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $79,020 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $71,669 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 377 BROAD WAY · NEW YORK, NY 10013 | Investment Management | $70,675 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $58,667 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR INVESTMENTS LLC Service code 28 · EIN 84-1596610 2401 EAST SECOND STREET · DENVER, CO 80206 | Investment Management | $39,221 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $37,500 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 50 SOUTH LASALLE ST · CHICAGO, IL 60675 | Investment Management | $36,866 |
JENNINGS SIGMOND P.C.1 year Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $36,565 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.82% | -1.12%-3.7pp | -2.18%-2.6pp | 0.19%-5.0pp |
| Employer contribution / active EE | $23,513 | $12,052+95.1% | $38,751-39.3% | $13,763+70.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |