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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $119,109 |
MOUNT VERNON ASSOCIATES1+ years Service code 28 · EIN 52-1453813 | Investment Management | $117,714 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $82,260 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 28 · EIN 58-1645832 | Investment Management | $70,000 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 20-1641876 | Investment Management | $47,661 |
Service code 28 · EIN 04-2895544 | Investment Management | $47,008 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $45,000 |
JAG CAPITAL MANAGEMENT1+ years Service code 28 · EIN 45-3306979 | Investment Management | $39,961 |
OLD GLORY ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0065134 | Investment Management | $33,551 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $32,065 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 0.25% | -0.74%+1.0pp | -1.08%+1.3pp | -0.60%+0.9pp |
| Employer contribution / active EE | $14,143 | $12,555+12.6% | $35,779-60.5% | $12,272+15.2% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |