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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $197,589 |
Filed as: GALLAGHER FIDUCIARY ADVISORS,LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $127,155 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMN INC Service code 13 · EIN 65-0498809 | Contract Administrator | $119,304 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $88,319 |
BOSTON PARTNERS1 year Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 04-3404987 | Investment Management | $83,510 |
HESSIAN & MCKASY, PA1 year Service code 29 · EIN 20-1551306 | Legal | $69,368 |
Service code 11 · EIN 26-1370698 | Actuarial | $44,030 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 18 · EIN 22-1146430 | Float revenue; Soft dollars commissio... | $38,614 |
Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 · EIN 59-3488505 | Investment Management | $26,176 |
Filed as: KABAT, SCHERTZER, DE LA TORRE Service code 10 · EIN 26-0547877 | Accounting | $10,275 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.62% | 11.78%+1.8pp | 8.32%+5.3pp | 23.90%-10.3pp |
| Employer contribution / active EE | $7,994 | $11,309-29.3% | $30,793-74.0% | $16,539-51.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |