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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $263,479 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $250,721 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $177,977 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $170,000 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $146,850 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $124,102 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $102,647 |
ROBERT J. BATTISTA1 year Service code 29 2408 FOX CREEK LANE · DAVIDSONVILLE, MD 21035 | Legal | $93,639 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $78,113 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS, LLC Service code 28 · EIN 52-1940739 | Investment Management | $75,644 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.26% | 3.63%+2.6pp | 4.16%+2.1pp | 9.19%-2.9pp |
| Employer contribution / active EE | $11,656 | $11,363+2.6% | $29,966-61.1% | $12,608-7.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |