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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT5+ years Service code 28 · EIN 90-0065134 | Investment Management | $167,564 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $140,165 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $92,582 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 28 · EIN 58-1645832 | Investment Management | $74,725 |
GOLDMAN SACHS3 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $57,366 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 | Actuarial | $56,000 |
NEWTOWER TRUST COMPANY5+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $54,067 |
Service code 28 · EIN 04-2895544 | Investment Management | $54,032 |
JAG CAPITAL MANAGEMENT5+ years Service code 28 · EIN 45-3306979 | Investment Management | $50,115 |
Filed as: HAMILTON LANE Service code 28 ONE PRESIDENTIAL BLVD, 4TH FLOOR · BALA CYNWYD, PA 19004 | Investment Management | $37,978 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 15.96% | 15.47%+0.5pp | 12.93%+3.0pp | 53.27%-37.3pp |
| Employer contribution / active EE | $23,249 | $15,545+49.6% | $35,210-34.0% | $14,774+57.4% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |