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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: MERIDIAN CAPITAL PARTNERS INC. Service code 28 · EIN 14-1832967 20 CORPORATE WOODS BLVD, 4TH FLOOR · ALBANY, NY 12211 | Investment Management | $213,339 |
WESTWOOD TRUST2+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $192,429 |
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 | $122,962 |
NEW CENTURY ADVISORS LLC2+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $117,200 |
MPC CAPITAL ADVISORS LLC2+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $54,468 |
ROBERT VALENTY2+ years Service code 30 · EIN 14-6029930 18 AVIS DRIVE · LATHAM, NY 12110 | Employee (plan) | $47,600 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $36,768 |
MARVIN AND COMPANY, P.C.2+ years Filed as: MARVIN AND COMPANY Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $24,632 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $23,682 |
ISSI2+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $11,813 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.99% | 11.78%+0.2pp | 8.32%+3.7pp | 23.90%-11.9pp |
| Employer contribution / active EE | $18,650 | $11,309+64.9% | $30,793-39.4% | $16,539+12.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |