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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $78,563 |
I.E. SHAFFER & CO.2 years Service code 13 · EIN 22-1750854 | Contract Administrator | $70,340 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 10 · EIN 94-1503999 | Accounting | $56,530 |
Filed as: FIFTH THIRD ASSET MANAGEMENT Service code 28 · EIN 34-1172683 | Investment Management | $56,217 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $47,356 |
Service code 28 · EIN 34-1922005 | Investment Management | $40,987 |
ULLICO3+ years Filed as: UNION LABOR OF LIFE Service code 28 · EIN 13-1423090 | Investment Management | $31,790 |
Filed as: PRUDENTIAL Service code 28 · EIN 51-6019119 | Investment Management | $27,639 |
Service code 13 · EIN 13-3329882 | Contract Administrator | $26,712 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $21,588 |
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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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.25% | 13.46%-2.2pp | 9.39%+1.9pp | 17.84%-6.6pp |
| Employer contribution / active EE | $4,360 | $16,846-74.1% | $33,466-87.0% | $14,688-70.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |