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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 20-4669888 | Investment Management | $47,553 |
WAGNER & ZWERMAN LLP2+ years Filed as: WAGNER BOWMAN MANAGEMENT CORP Service code 28 · EIN 52-1470972 | Investment Management | $44,537 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DEUTSCHE BANK ALEX BROWN Service code 19 · EIN 52-1349876 | Securities Custodian | $20,603 |
ULLICO2+ years Filed as: ULLICO CASUALTY GROUP Service code 23 1652 EYE STREET · WASHINGTON, DC 20006 | Insurance services | $12,919 |
WEYRICH, CRONIN & SORRA, LLC2+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $9,649 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION CORPORATION, Service code 13 · EIN 52-1139156 | Contract Administrator | $7,904 |
Filed as: RAYMOND JAMES CONSULTING Service code 19 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Securities Custodian | $6,882 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $6,591 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $5,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,905-100.0% | $74,184-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 8.26% | 60.60%-52.3pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,497 | $1,840-18.6% | $2,370-36.8% | $1,974-24.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |