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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE TRUST COMPANY4+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $283,071 |
BLACKROCK4+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $256,959 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 19 · EIN 26-4310632 | Securities Custodian | $159,135 |
BAHL & GAYNOR4+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $136,245 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $131,222 |
JEROME BRANCATO4+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $107,377 |
SAVASTA AND COMPANY, INC.4+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $70,000 |
BAIRD FUNDS4+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $53,235 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $46,550 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 13-1939129 | Employee (plan) | $36,686 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -3.63% | -1.31%-2.3pp | -0.70%-2.9pp | 33.37%-37.0pp |
| Employer contribution / active EE | $17,228 | $12,967+32.9% | $28,903-40.4% | $11,253+53.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |