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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS9+ years Service code 28 · EIN 94-3029777 | Investment Management | $647,689 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $635,212 |
TIMES SQUARE CAPITAL MANAGEMENT9+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $370,651 |
Filed as: INTECH INVESTMENT MANAGEMENT LOC Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $364,027 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120527 | Legal | $322,247 |
THE SEGAL COMPANY9+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $282,413 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 51 · EIN 52-1296988 | Investment Mgmt Fees | $278,113 |
DELAWARE INVESTMENTS3 years Filed as: PEN MACQUARIE Service code 28 610 MARKET STREET · PHILADELPHIA, PA 19106 | Investment Management | $269,059 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $185,864 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $173,858 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 10.14% | 8.84%+1.3pp | 12.68%-2.5pp | 9.11%+1.0pp |
| Employer contribution / active EE | $31,291 | $8,705+259.5% | $41,626-24.8% | $12,231+155.8% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |