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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY ADVISORS LLC3+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $195,171 |
GOLDMAN SACHS3+ years Filed as: MERIDIAN CAPITAL PARTNERS INC. Service code 28 · EIN 14-1832967 20 CORPORATE WOODS BLVD, 4TH FLOOR · ALBANY, NY 12211 | Investment Management | $185,895 |
WESTWOOD TRUST3+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $183,946 |
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 | $101,016 |
MPC CAPITAL ADVISORS LLC3+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $58,318 |
BOLTON PARTNERS, INC.3+ 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 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $29,436 |
MARVIN AND COMPANY, P.C.3+ years Filed as: MARVIN AND COMPANY Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $24,934 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 50 S 16TH STREET · PHILADELPHIA, PA 19102 | Securities Custodian | $11,833 |
BAIRD FUNDS3+ years Filed as: ROBERT CATAPANO-FREIDMAN P.C. Service code 29 · EIN 14-1765503 11 NORTH PEARL ST SUITE 1609 BOX 45 · ALBANY, NY 12207 | Legal | $7,021 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.50% | 4.25%+3.3pp | -752.26%+759.8pp | 0.19%+7.3pp |
| Employer contribution / active EE | $18,384 | $11,906+54.4% | $31,802-42.2% | $13,763+33.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |