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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP2+ years Service code 13 · EIN 13-3329882 | Contract Administrator | $70,323 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $62,602 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 10 · EIN 94-1503999 | Accounting | $53,373 |
Filed as: FIFTH THIRD ASSET MANAGEMENT Service code 28 · EIN 34-1172683 | Investment Management | $50,536 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $42,864 |
ULLICO2+ years Filed as: UNION LABOR OF LIFE Service code 28 · EIN 13-1423090 | Investment Management | $30,854 |
Filed as: PRUDENTIAL Service code 28 · EIN 51-6019119 | Investment Management | $26,808 |
I.E. SHAFFER & CO.1 year Service code 13 · EIN 22-1750854 | Contract Administrator | $23,447 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $22,094 |
Service code 28 · EIN 34-1922005 | Investment Management | $12,921 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 7.25% | 4.82%+2.4pp | 3.97%+3.3pp | 7.18%+0.1pp |
| Employer contribution / active EE | $1,347 | $12,725-89.4% | $28,168-95.2% | $13,095-89.7% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |