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| Provider | Service type | Compensation |
|---|---|---|
NEW CENTURY ADVISORS LLC7+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $238,839 |
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 | $163,818 |
WESTWOOD TRUST7+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $155,452 |
MPC CAPITAL ADVISORS LLC7+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $59,697 |
BLITMAN & KING3 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 121102424 | Legal | $41,539 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $40,400 |
MARVIN AND COMPANY, P.C.7+ years Filed as: MARVIN AND COMPANY Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $34,062 |
OCM MEZZ III4 years Filed as: OAKTREE SENIOR LOAN FUND Service code 28 · EIN 26-2180715 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $30,853 |
RYAN HEIMROTH1 year Service code 14 · EIN 91-2055384 18 AVIS DRIVE · LATHAM, NY 121102605 | Plan Administrator | $27,354 |
ISSI7+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $12,455 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -4.19% | -8.26%+4.1pp | -5.85%+1.7pp | 2.78%-7.0pp |
| Employer contribution / active EE | $19,302 | $12,543+53.9% | $31,839-39.4% | $15,276+26.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |