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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $259,441 |
FIRST STATE TRUST COMPANY6+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $258,978 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $239,592 |
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $143,865 |
BAHL & GAYNOR6+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $111,441 |
JEROME BRANCATO6+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $111,016 |
SAVASTA AND COMPANY, INC.6+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $77,000 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $48,000 |
BAIRD FUNDS6+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $41,710 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE BUENO Service code 30 · EIN 13-1939129 | Employee (plan) | $38,769 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 9.04% | 10.88%-1.8pp | 10.57%-1.5pp | 12.86%-3.8pp |
| Employer contribution / active EE | $18,824 | $18,143+3.8% | $29,483-36.2% | $13,687+37.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |