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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3 years Filed as: SAVASTA & COMPANY Service code 13 · EIN 13-3879959 | Contract Administrator | $146,368 |
FRIEDMAN & ANSPACH9+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $115,875 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $46,275 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $35,000 |
SUMMIT FINANCIAL CORPORATION9+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $28,000 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $27,539 |
SEGALL BRYANT & HAMILL3 years Service code 51 · EIN 35-2679129 | Investment Mgmt Fees | $22,736 |
C.S. MCKEE, L.P.9+ years Filed as: CS MCKEE, LP Service code 51 · EIN 84-3346426 | Investment Mgmt Fees | $14,643 |
BMO HARRIS BANK NA9+ years Filed as: M&T BANK Service code 65 · EIN 16-0538020 | Account Maintenance | $10,000 |
CHARLIE HALL, SR9+ 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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 8.56% | 8.44%+0.1pp | 14.21%-5.6pp | 9.11%-0.5pp |
| Employer contribution / active EE | $478 | $3,337-85.7% | $29,473-98.4% | $12,231-96.1% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |