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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.4+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $137,625 |
FRIEDMAN & ANSPACH4+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $105,940 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $48,900 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $38,111 |
Filed as: ROTHSCHILD & CO ASSET MANAGEMENT Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $37,249 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $30,000 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $28,000 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $24,503 |
C.S. MCKEE, L.P.4+ years Filed as: CS MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $15,994 |
BMO HARRIS BANK NA4+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $10,000 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.75% | -0.94%-2.8pp | -2.18%-1.6pp | 33.37%-37.1pp |
| Employer contribution / active EE | $445 | $12,464-96.4% | $38,751-98.9% | $11,253-96.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |