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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $262,097 |
FIRST STATE TRUST COMPANY5+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $246,779 |
Filed as: GRAYSTONE CONSULTING MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $226,087 |
BAHL & GAYNOR5+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $157,421 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $136,646 |
JEROME BRANCATO5+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $109,862 |
SAVASTA AND COMPANY, INC.5+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $70,000 |
GIBLIN & LYNCH5+ years Service code 29 · EIN 22-2372248 | Legal | $57,823 |
BAIRD FUNDS5+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $55,195 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $48,000 |
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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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 18.49% | 15.22%+3.3pp | 16.32%+2.2pp | 21.83%-3.3pp |
| Employer contribution / active EE | $18,488 | $15,831+16.8% | $31,806-41.9% | $12,237+51.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |