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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $78,707 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $58,333 |
VIRGINIA & AMBINDER, LLP7+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $45,479 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE SUITE 200 · BETHESDA, MD 20814 | Investment Mgmt Fees | $43,579 |
SUSANIN WIDMAN & BRENNAN PC7+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $37,822 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $32,246 |
RICHARD J. CUMMINGS CPA7+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $28,000 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $27,437 |
CHICAGO EQUITY PARTNERS2 years Filed as: CHICAGO BENEFIT CONSULTANTS INC. Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $25,850 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 56-1354495 SOUTH ST 4TH FLOOR · MORRISTOWN, NJ 07960 | Securities Custodian | $16,130 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.52% | 24.46%-9.9pp | 11.08%+3.4pp | 13.24%+1.3pp |
| Employer contribution / active EE | $20,474 | $11,981+70.9% | $28,418-28.0% | $14,616+40.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |