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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT7+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $133,581 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $104,127 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $99,134 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 51 · EIN 26-0680642 | Investment Mgmt Fees | $83,944 |
Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $74,704 |
WILMINGTON TRUST5 years Service code 19 · EIN 16-1486454 | Securities Custodian | $56,023 |
Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $39,750 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $38,546 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $22,957 |
WEYRICH, CRONIN & SORRA, LLC5 years Service code 10 · EIN 81-4643077 | Accounting | $20,492 |
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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 | $1,472,696-100.0% | - | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 0.0%0pp | 0.7%-0.7pp |
| Annual return | 92.88% | 13.24%+79.6pp | 10.84%+82.0pp | 13.24%+79.6pp |
| Employer contribution / active EE | $5,135 | $14,616-64.9% | $35,054-85.4% | $14,616-64.9% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | - | $4,137-100.0% |