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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.6+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $137,872 |
FRIEDMAN & ANSPACH6+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $116,271 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $68,320 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $35,000 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $28,000 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $25,887 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $24,838 |
C.S. MCKEE, L.P.6+ years Filed as: CS MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $15,776 |
CHARLIE HALL, SR6+ years Service code 20 · EIN 22-6073058 | Trustee (individual) | $8,500 |
BMO HARRIS BANK NA6+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $2,500 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 8.40% | 9.48%-1.1pp | 9.52%-1.1pp | 12.86%-4.5pp |
| Employer contribution / active EE | $536 | $12,808-95.8% | $41,951-98.7% | $13,687-96.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |