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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $186,060 |
THOMPSON HINE2+ years Service code 29 · EIN 34-0575300 | Legal | $131,247 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $97,383 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 80-0618452 | Investment Management | $69,208 |
HEITMAN REAL ESTATE SECURITIES2+ years Filed as: HEITMAN AMERICA REAL ESTATE Service code 28 · EIN 20-8359376 | Investment Management | $64,421 |
RVK, INC.2+ years Filed as: RV KUHNS ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $55,613 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $27,630 |
BLACKROCK2+ years Filed as: BGI RUSSELL 3000 INDEX FUND Service code 28 · EIN 94-3112180 | Investment Management | $25,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 4.72% | 5.61%-0.9pp | 3.99%+0.7pp | 11.88%-7.2pp |
| Employer contribution / active EE | $7,534 | $20,606-63.4% | $38,279-80.3% | $14,612-48.4% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |