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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY2+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $335,612 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $186,367 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $119,931 |
BAHL & GAYNOR2+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $115,768 |
JEROME BRANCATO2+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $99,627 |
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $70,000 |
LORD ABBETT2+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $66,751 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $46,550 |
BAIRD FUNDS2+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $40,308 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 13-1939129 | Employee (plan) | $35,467 |
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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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.87% | 6.68%+0.2pp | 4.72%+2.2pp | 9.19%-2.3pp |
| Employer contribution / active EE | $16,505 | $25,873-36.2% | $30,821-46.4% | $12,608+30.9% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |