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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 | $97,022 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $75,000 |
VIRGINIA & AMBINDER, LLP9+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $45,861 |
SUSANIN WIDMAN & BRENNAN PC9+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $32,522 |
CHICAGO EQUITY PARTNERS4 years Filed as: CHICAGO BENEFIT CONSULTANTS INC. Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $31,442 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $30,451 |
RICHARD J. CUMMINGS CPA9+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $30,000 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE SUITE 200 · BETHESDA, MD 20814 | Investment Mgmt Fees | $28,161 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $27,372 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Investment Management | $25,391 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.22% | 7.15%-1.9pp | 20.18%-15.0pp | 37.74%-32.5pp |
| Employer contribution / active EE | $21,632 | $13,270+63.0% | $29,108-25.7% | $15,788+37.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |