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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $130,797 |
FRIEDMAN & ANSPACH2+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $100,896 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $75,589 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $45,417 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $33,016 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $30,000 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-6838633 | Actuarial | $28,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $21,149 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $18,241 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $16,509 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 6.85% | 6.13%+0.7pp | 4.74%+2.1pp | 9.19%-2.3pp |
| Employer contribution / active EE | $455 | $10,206-95.5% | $36,089-98.7% | $12,608-96.4% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |