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| Provider | Service type | Compensation |
|---|---|---|
CARDAY ASSOCIATES4 years Filed as: CARDAY ASSOCIATES INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $78,216 |
BOLTON PARTNERS, INC.10+ years Service code 11 575 S. CHARLES STREET, SUITE 500 · BALTIMORE, MD 21201 | Actuarial | $55,767 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $44,838 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $31,518 |
DLA PIPER2 years Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 | Legal | $21,181 |
CORRY CAPITAL ADVISORS3 years Filed as: CORRY CAPITAL ADVISORS, LLC Service code 28 · EIN 26-0510274 | Investment Management | $19,288 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $8,971 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 9.48% | 11.01%-1.5pp | 8.10%+1.4pp | 7.65%+1.8pp |
| Employer contribution / active EE | $8,603 | $13,413-35.9% | $28,649-70.0% | $20,582-58.2% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |