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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 28 · EIN 20-4669888 | Investment Management | $49,935 |
WAGNER & ZWERMAN LLP4+ years Filed as: WAGNER BOWMAN MANAGEMENT CORP Service code 28 · EIN 52-1470972 | Investment Management | $47,894 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 19 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Securities Custodian | $27,015 |
Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $11,486 |
ULLICO4+ years Filed as: ULLICO CASUALTY GROUP Service code 23 · EIN 13-1423090 1652 EYE STREET · WASHINGTON, DC 20006 | Insurance services | $10,598 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 81-4643077 | Accounting | $9,960 |
BENEFIT ADMINISTRATION, INC.4+ years Filed as: BENEFIT ADMINISTRATION CORPORATION, Service code 13 · EIN 52-1139156 | Contract Administrator | $8,223 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $6,373 |
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 | $25,546 | $59,186-56.8% | $76,768-66.7% | $56,287-54.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.26% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,720 | $1,759+54.7% | $2,485+9.4% | $2,111+28.8% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $229 | $489-53.2% | $6,675-96.6% | $521-56.0% |