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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST4+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $198,004 |
NEW CENTURY ADVISORS LLC4+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $192,664 |
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 | $119,898 |
MPC CAPITAL ADVISORS LLC4+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $44,638 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $37,584 |
GOLDMAN SACHS4+ years Filed as: MERIDIAN CAPITAL PARTNERS INC. Service code 28 · EIN 14-1832967 20 CORPORATE WOODS BLVD, 4TH FLOOR · ALBANY, NY 12211 | Investment Management | $36,170 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $35,429 |
MARVIN AND COMPANY, P.C.4+ years Filed as: MARVIN AND COMPANY Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $31,316 |
ROBERT VALENTY4+ years Service code 30 · EIN 14-6029930 18 AVIS DRIVE · LATHAM, NY 12110 | Employee (plan) | $29,494 |
OCM MEZZ III1 year Filed as: OAKTREE SENIOR LOAN FUND Service code 28 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $28,191 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | -1.08% | 10.27%-11.4pp | 10.56%-11.6pp | 53.27%-54.4pp |
| Employer contribution / active EE | $19,572 | $12,273+59.5% | $30,199-35.2% | $14,774+32.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |