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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT2+ years Service code 28 · EIN 90-0065134 | Investment Management | $131,396 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $129,129 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $84,728 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $78,955 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 28 · EIN 58-1645832 | Investment Management | $70,000 |
Service code 28 · EIN 04-2895544 | Investment Management | $53,937 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $49,955 |
JAG CAPITAL MANAGEMENT2+ years Service code 28 · EIN 45-3306979 | Investment Management | $37,039 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $31,525 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $23,399 |
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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% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 10.17% | 4.82%+5.3pp | 3.97%+6.2pp | 7.18%+3.0pp |
| Employer contribution / active EE | $18,872 | $12,725+48.3% | $28,168-33.0% | $13,095+44.1% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |