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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES3+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $142,854 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $120,791 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $118,365 |
LOOMIS SAYLES1 year Filed as: LOOMIS SALYES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $76,391 |
Service code 29 · EIN 52-1958229 | Legal | $75,200 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $67,667 |
EDGAR LOMAX COMPANY3+ years Filed as: THE EDGAR LOMAX COMPANY Service code 28 · EIN 47-0657260 | Investment Management | $66,553 |
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $60,005 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $48,898 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $46,000 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 12.50% | 4.52%+8.0pp | -0.70%+13.2pp | 0.19%+12.3pp |
| Employer contribution / active EE | $20,955 | $13,719+52.7% | $28,903-27.5% | $13,763+52.3% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |