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| Provider | Service type | Compensation |
|---|---|---|
NEBA9+ years Service code 13 · EIN 65-0498809 | Contract Administrator | $108,025 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 13 · EIN 13-3180631 | Contract Administrator | $91,101 |
ATALANTA SOSNOFF8 years Service code 28 6849 CAVIRO LN · CORAL SPRINGS, FL 33071 | Investment Management | $84,245 |
SUGARMAN & SUSSKIND PA9+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 · EIN 59-2539792 | Legal | $80,077 |
PENSION FUND EVALUATIONS, INC.9+ years Filed as: PENSION FUND EVALUATIONS Service code 13 · EIN 11-2503982 | Contract Administrator | $37,200 |
Filed as: LOGAN CAPITAL Service code 13 3843 WEST CHESTER PIKE · NEWTON SQUARE, PA 19073 | Contract Administrator | $32,732 |
ANCHOR CAPITAL ADVISORS LLC9+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 04-2801194 | Investment Management | $30,427 |
SOUTHERN ACTUARIAL SERVICES9+ years Filed as: SOUTHERN ACTUARIAL SERVICE CO. Service code 11 · EIN 58-2409046 | Actuarial | $29,000 |
DSF ADVISORS LLC8 years Filed as: DSF MULTI-FAMILY REAL ESTATE Service code 13 950 WINTER STREET · WALTHAM, MA 02451 | Contract Administrator | $27,147 |
KSDT & CO, LLC.8 years Service code 10 · EIN 26-0547877 | Accounting | $11,475 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 12.49% | 146.80%-134.3pp | 20.18%-7.7pp | 22.81%-10.3pp |
| Employer contribution / active EE | $9,741 | $13,016-25.2% | $29,108-66.5% | $18,290-46.7% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |