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| Provider | Service type | Compensation |
|---|---|---|
NEBA10+ years Service code 13 · EIN 65-0498809 | Contract Administrator | $121,075 |
ATALANTA SOSNOFF9 years Service code 28 6849 CAVIRO LN · CORAL SPRINGS, FL 33071 | Investment Management | $97,937 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 13 · EIN 13-3180631 | Contract Administrator | $90,208 |
SUGARMAN & SUSSKIND PA10+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 | Legal | $88,455 |
PENSION FUND EVALUATIONS, INC.10+ years Filed as: PENSION FUND EVALUATIONS Service code 13 · EIN 11-2503982 | Contract Administrator | $37,200 |
Filed as: LOGAN CAPTIAL Service code 13 3843 WEST CHESTER PIKE · NEWTON SQUARE, PA 19073 | Contract Administrator | $36,726 |
ANCHOR CAPITAL ADVISORS LLC10+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 | Investment Management | $31,881 |
SOUTHERN ACTUARIAL SERVICES10+ years Filed as: SOUTHERN ACTUARIAL SERVICE CO. Service code 11 · EIN 58-2409046 | Actuarial | $28,850 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $25,272 |
DSF ADVISORS LLC9 years Filed as: DSF MULTI-FAMILY REAL ESTATE Service code 13 950 WINTER STREET · WALTHAM, MA 02451 | Contract Administrator | $18,679 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 13.65% | 11.01%+2.6pp | 8.10%+5.5pp | 7.65%+6.0pp |
| Employer contribution / active EE | $8,994 | $13,413-32.9% | $28,649-68.6% | $20,582-56.3% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |