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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $342,025 |
Service code 28 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $201,635 |
GCM GROSVENOR1 year Filed as: GROSVENOR Service code 28 · EIN 32-0497309 767 FIFTH AVENUE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $133,241 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $124,126 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $123,469 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $96,115 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 10 HUDSON YARDS, 41ST FLOOR · NEW YORK, NY 10001 | Investment Management | $74,144 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $65,954 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $56,552 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 83-0648789 | Investment Management | $53,179 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 20.07% | 19.37%+0.7pp | 11.08%+9.0pp | 15.63%+4.4pp |
| Employer contribution / active EE | $6,790 | $13,107-48.2% | $28,418-76.1% | $11,476-40.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |