| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL INTERNATIONAL Service code 28 · EIN 95-4154361 | Investment Management | $789,431 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 | Investment Management | $100,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $84,922 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $76,179 |
DIANE FITZBERGER5 years Filed as: DIANE FLORIAN Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $71,545 |
KARRI STEINMACHER9+ years Service code 30 · EIN 22-6220288 | Employee (plan); Direct payment from ... | $65,873 |
Service code 29 · EIN 76-0760981 | Legal | $60,000 |
KATHLEEN RZEPLINSKI5 years Filed as: KATHLEEN KYREAKAKIS Service code 30 · EIN 22-6220288 | Direct payment from the plan; Employe... | $53,988 |
SUMMIT FINANCIAL CORPORATION8 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $49,000 |
Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $35,648 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 6.26% | 8.51%-2.3pp | 10.53%-4.3pp | 8.76%-2.5pp |
| Employer contribution / active EE | $8,886 | $16,216-45.2% | $26,797-66.8% | $16,664-46.7% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |