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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2 years Filed as: SAVASTA & COMPANY Service code 13 · EIN 13-3879959 | Contract Administrator | $151,232 |
FRIEDMAN & ANSPACH8+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $114,000 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $89,204 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $35,000 |
SUMMIT FINANCIAL CORPORATION8+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $28,000 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $27,087 |
SEGALL BRYANT & HAMILL2 years Service code 51 · EIN 35-2679129 | Investment Mgmt Fees | $24,178 |
BMO HARRIS BANK NA8+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $22,500 |
C.S. MCKEE, L.P.8+ years Filed as: CS MCKEE, LP Service code 51 · EIN 84-3346426 | Investment Mgmt Fees | $17,596 |
CHARLIE HALL, SR8+ years Service code 20 · EIN 22-6073058 | Trustee (individual) | $8,500 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -10.02% | -14.77%+4.7pp | 7.07%-17.1pp | 23.41%-33.4pp |
| Employer contribution / active EE | $413 | $4,290-90.4% | $34,847-98.8% | $12,650-96.7% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |