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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $166,796 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 | Investment Management | $118,456 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $107,862 |
INV PERFORMANCE SERVICE5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $84,879 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 | Investment Management | $83,245 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $72,110 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $61,230 |
ULLICO5+ years Service code 28 · EIN 13-1423090 | Investment Management | $35,370 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $33,121 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,605 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.46% | 14.29%+1.2pp | 14.64%+0.8pp | 21.83%-6.4pp |
| Employer contribution / active EE | $5,564 | $12,083-54.0% | $41,831-86.7% | $12,237-54.5% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |