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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY3+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $260,245 |
BLACKROCK3+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $221,110 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 19 · EIN 26-4310632 | Securities Custodian | $141,640 |
BAHL & GAYNOR3+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $126,578 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $125,817 |
JEROME BRANCATO3+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $103,837 |
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $70,000 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $46,550 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 13-1939129 | Employee (plan) | $36,512 |
BAIRD FUNDS3+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $33,705 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 12.98% | 16.52%-3.5pp | 14.20%-1.2pp | 17.84%-4.9pp |
| Employer contribution / active EE | $16,869 | $13,798+22.3% | $27,968-39.7% | $14,688+14.8% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |