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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST1+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $183,156 |
GOLDMAN SACHS1+ years Filed as: MERIDIAN CAPITAL PARTNERS INC. Service code 28 · EIN 14-1832967 20 CORPORATE WOODS BLVD, 4TH FLOOR · ALBANY, NY 12211 | Investment Management | $156,871 |
Filed as: SILVERCREST ASSET MANAGEMENT GROUP, Service code 28 · EIN 13-4194623 1330 AVENUE OF THE AMERICAS, 38TH F · NEW YORK, NY 10019 | Investment Management | $120,787 |
MPC CAPITAL ADVISORS LLC1+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $51,190 |
NEW CENTURY ADVISORS LLC1+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $50,998 |
ROBERT VALENTY1+ years Service code 30 · EIN 14-6029930 18 AVIS DRIVE · LATHAM, NY 12110 | Employee (plan) | $46,043 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $40,728 |
MARVIN AND COMPANY, P.C.1+ years Filed as: MARVIN AND COMPANY Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $26,504 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $23,367 |
ISSI1+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $10,310 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.72% | 3.49%-6.2pp | 4.16%-6.9pp | 7.18%-9.9pp |
| Employer contribution / active EE | $17,268 | $11,083+55.8% | $29,966-42.4% | $13,095+31.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |