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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT6+ years Service code 28 · EIN 90-0065134 | Investment Management | $176,568 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $113,574 |
ASSOCIATED ADMINISTRATORS, LLC6+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $95,358 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 28 · EIN 58-1645832 | Investment Management | $76,300 |
GOLDMAN SACHS4 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $64,592 |
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $58,000 |
Service code 28 · EIN 04-2895544 | Investment Management | $55,526 |
NEWTOWER TRUST COMPANY6+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $54,590 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE Service code 28 ONE PRESIDENTIAL BLVD, 4TH FLOOR · BALA CYNWYD, PA 19004 | Investment Management | $54,000 |
JAG CAPITAL MANAGEMENT6+ years Service code 28 · EIN 45-3306979 | Investment Management | $48,403 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 11.09% | 6.41%+4.7pp | 8.01%+3.1pp | 11.45%-0.4pp |
| Employer contribution / active EE | $22,383 | $11,592+93.1% | $29,476-24.1% | $17,219+30.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |