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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: I.E.SHAFFER Service code 13 · EIN 22-1750854 | Contract Administrator | $219,422 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $105,658 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $80,217 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $60,913 |
MSPC2+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $60,059 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 27 1251 AVENUE OF THE AMERICAS 33RD FL · NEW YORK, NY 10020 | Advisory (Plan) | $30,670 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $28,800 |
BAHL & GAYNOR2+ years Service code 27 212 EAST 3RD STREET SUITE 200 · CINCINNATI, OH 45202 | Advisory (Plan) | $27,492 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 27 · EIN 36-1561860 PO BOX 75599 · CHICAGO, IL 60675 | Advisory (Plan) | $21,868 |
DERYDER PLANS2+ years Filed as: DERYDER PLANS, INC. Service code 11 · EIN 22-3082451 | Actuarial | $17,500 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.05% | 11.78%-1.7pp | 8.32%+1.7pp | 23.90%-13.8pp |
| Employer contribution / active EE | $13,448 | $11,309+18.9% | $30,793-56.3% | $16,539-18.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |