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| Provider | Service type | Compensation |
|---|---|---|
TFA3+ years Service code 27 · EIN 52-6435649 | Advisory (Plan) | $69,979 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN SV Service code 27 · EIN 33-0123114 | Advisory (Plan) | $51,023 |
Filed as: SANTA BARBARA (US BANK) Service code 27 50 S 16TH ST, SUITE 2000 · PHILADELPHIA, PA 19102 | Advisory (Plan) | $38,630 |
LSV ASSET MANAGEMENT2 years Filed as: HGK ASSET MANAGEMENT Service code 27 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $28,472 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $28,250 |
RBT CPAS, LLP2 years Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $25,164 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Consulting Fees | $20,000 |
ROBERT CHEVERIE3+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES PC Service code 29 333 EAST RIVER DR, ST 101 · EAST HARTFORD, CT 06108 | Legal | $17,928 |
ULLICO3+ years Service code 27 1625 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $17,240 |
US BANK1 year Filed as: US BANK MUTUAL FUNDS Service code 27 1555 N RIVERCENTER DR · MILWAUKEE, WI 53212 | Advisory (Plan) | $11,217 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.50% | 11.78%+0.7pp | 8.32%+4.2pp | 23.90%-11.4pp |
| Employer contribution / active EE | $19,803 | $11,309+75.1% | $30,793-35.7% | $16,539+19.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |