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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I.E.SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $206,989 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $97,552 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $81,419 |
MSPC1+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $70,220 |
O'BRIEN BELLAND & BUSHINSKY1+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $64,497 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $28,800 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 27 1251 AVENUE OF THE AMERICAS 33RD FL · NEW YORK, NY 10020 | Advisory (Plan) | $28,364 |
BAHL & GAYNOR1+ years Service code 27 212 EAST 3RD STREET SUITE 200 · CINCINNATI, OH 45202 | Advisory (Plan) | $24,831 |
DERYDER PLANS1+ years Filed as: DERYDER PLANS, INC. Service code 11 · EIN 22-3082451 | Actuarial | $21,500 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 27 · EIN 36-1561860 PO BOX 75599 · CHICAGO, IL 60675 | Advisory (Plan) | $20,847 |
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Annual investment return 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.84% | 3.49%-5.3pp | 4.16%-6.0pp | 7.18%-9.0pp |
| Employer contribution / active EE | $13,202 | $11,083+19.1% | $29,966-55.9% | $13,095+0.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |