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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES1+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $105,909 |
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 | Actuarial | $42,318 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 17 · EIN 11-2783874 | Pension Consulting | $37,107 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT Service code 28 · EIN 04-2933956 | Investment Management | $35,589 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY AND Service code 29 · EIN 52-1958229 | Legal | $31,276 |
Service code 10 · EIN 23-2586736 | Accounting | $26,922 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; S... | $22,039 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $9,528 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.36% | 3.49%-4.9pp | 4.16%-5.5pp | 7.18%-8.5pp |
| Employer contribution / active EE | $10,532 | $11,083-5.0% | $29,966-64.9% | $13,095-19.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |