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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES2+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $138,693 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $130,472 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $111,931 |
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $90,481 |
EDGAR LOMAX COMPANY2+ years Filed as: THE EDGAR LOMAX COMPANY Service code 28 · EIN 47-0657260 | Investment Management | $67,920 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $65,000 |
NEWTOWER TRUST COMPANY2+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $50,160 |
Service code 29 · EIN 52-1958229 | Legal | $46,105 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $46,000 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 51-0055023 | Securities Custodian | $44,449 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 12.68% | 11.16%+1.5pp | 14.20%-1.5pp | 23.90%-11.2pp |
| Employer contribution / active EE | $20,748 | $17,064+21.6% | $27,968-25.8% | $16,539+25.4% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |