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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $363,970 |
Service code 28 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $217,975 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 10 HUDSON YARDS, 41ST FLOOR · NEW YORK, NY 10001 | Investment Management | $112,941 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $103,023 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $102,689 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $86,254 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $69,578 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $64,058 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 83-0648789 | Investment Management | $56,322 |
Filed as: EAGLE CAPITAL MGT. LLC Service code 28 · EIN 22-3361201 | Investment Management | $46,439 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | 6.98% | -7.95%+14.9pp | -5.85%+12.8pp | 23.41%-16.4pp |
| Employer contribution / active EE | $6,919 | $13,972-50.5% | $31,839-78.3% | $12,650-45.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |