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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $105,338 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS, LLC Service code 11 · EIN 52-1231144 | Actuarial | $57,555 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $55,402 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FL · SILVER SPRING, MD 20910 | Investment Management | $50,135 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS SECURITIES, LTD. Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
WEYRICH, CRONIN & SORRA, LLC3 years Service code 10 · EIN 81-4643077 20 WIGHT AVENUE, SUITE 210 · HUNT VALLEY, MD 21030 | Accounting | $27,107 |
WILMINGTON TRUST3 years Service code 19 · EIN 16-0538020 | Securities Custodian | $26,209 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL COLLECTIVE INVESTM Service code 21 · EIN 32-6471303 | Bank Trustee | $25,062 |
INVESCO4 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $21,719 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 23 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Insurance services | $20,253 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 18.40% | 53.27%-34.9pp | 9.69%+8.7pp | 53.27%-34.9pp |
| Employer contribution / active EE | $5,473 | $14,774-63.0% | $42,379-87.1% | $14,774-63.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $0 | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |