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| Provider | Service type | Compensation |
|---|---|---|
TFA4+ years Service code 27 · EIN 52-6435649 | Advisory (Plan) | $74,573 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN SV Service code 27 · EIN 33-0123114 | Advisory (Plan) | $54,685 |
US BANK2 years Filed as: US BANK MUTUAL FUNDS Service code 27 1555 N RIVERCENTER DR · MILWAUKEE, WI 53212 | Advisory (Plan) | $53,371 |
Filed as: SANTA BARBARA (US BANK) Service code 27 50 S 16TH ST, SUITE 2000 · PHILADELPHIA, PA 19102 | Advisory (Plan) | $49,151 |
RBT CPAS, LLP3 years Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $30,759 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $28,875 |
LSV ASSET MANAGEMENT3 years Filed as: HGK ASSET MANAGEMENT Service code 27 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Advisory (Plan) | $21,610 |
ROBERT CHEVERIE4+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES PC Service code 29 333 EAST RIVER DR, ST 101 · EAST HARTFORD, CT 06108 | Legal | $21,240 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Consulting Fees | $20,000 |
ULLICO4+ years Service code 27 1625 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $17,770 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.95% | 4.25%-8.2pp | -752.26%+748.3pp | 0.19%-4.1pp |
| Employer contribution / active EE | $21,719 | $11,906+82.4% | $31,802-31.7% | $13,763+57.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |