| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES Service code 15 · EIN 20-1932099 | Recordkeeping | $2,300,853 |
JOINT INDUSTRY BOARD1+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $1,676,182 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENTS Service code 28 · EIN 26-1483110 | Investment Management | $934,474 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MGMT., INC Service code 28 · EIN 13-3806691 | Investment Management | $658,127 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $593,654 |
MORLEY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 93-0849924 | Investment Management | $472,221 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $236,029 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $150,494 |
MARCO CONSULTING GROUP1+ years Service code 28 · EIN 36-3555078 | Investment Management | $130,715 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $55,929 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,404 | $69,651+127.4% | $75,784+109.0% | $69,651+127.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 75.8%+24.2pp | 66.6%+33.4pp |
| Annual return | 4.03% | 53.77%-49.7pp | 9.68%-5.7pp | 53.77%-49.7pp |
| Employer contribution / active EE | $15,396 | $2,241+587.2% | $3,323+363.3% | $2,241+587.2% |
| Participant deferral / active EE | $5,794 | $3,635+59.4% | $3,652+58.7% | $3,635+59.4% |
| Admin fee / account holder | $228 | $63+260.2% | $5,300-95.7% | $63+260.2% |