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| Provider | Service type | Compensation |
|---|---|---|
VIRGINIA & AMBINDER, LLP6+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $70,581 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $65,494 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 1251 6TH AVE · NEW YORK, NY 10020 | Investment Management | $57,208 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $55,000 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE SUITE 200 · BETHESDA, MD 20814 | Investment Mgmt Fees | $48,733 |
SUSANIN WIDMAN & BRENNAN PC6+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $41,766 |
RICHARD J. CUMMINGS CPA6+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $28,000 |
CHICAGO EQUITY PARTNERS1 year Filed as: CHICAGO BENEFIT CONSULTANTS INC. Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $26,700 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $26,179 |
LSV ASSET MANAGEMENT6+ years Service code 51 · EIN 23-2772200 155 NORTH WACKER DRIVE SUITE 4600 · CHICAGO, IL 60606 | Investment Mgmt Fees | $19,567 |
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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 | 4.12% | 6.41%-2.3pp | 8.01%-3.9pp | 11.45%-7.3pp |
| Employer contribution / active EE | $19,071 | $11,592+64.5% | $29,476-35.3% | $17,219+10.8% |
| 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% |