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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $106,213 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $65,000 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $51,327 |
FINDLEY3 years Service code 11 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 15143 | Actuarial | $47,290 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $45,364 |
MEYER, UNKOVIC & SCOTT6+ years Service code 29 · EIN 25-1008021 | Legal | $44,793 |
TWIN CAPITAL MANAGEMENT2 years Filed as: TWIN CAPITAL MANAGEMENT INC. Service code 28 3244 WASHINGTON ROAD · MCMURRAY, PA 15317 | Investment Management | $33,086 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $31,854 |
COMMERCE BANK3 years Service code 28 · EIN 48-0962626 | Investment Management | $26,682 |
RICHMOND CAPITAL MANAGEMENT3 years Service code 28 10800 MIDLOTHIAN TURNKPIKE · RICHMOND, VA 23235 | Investment Management | $23,573 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 7.07% | 9.42%-2.3pp | 9.65%-2.6pp | 12.86%-5.8pp |
| Employer contribution / active EE | $807 | $3,243-75.1% | $27,458-97.1% | $13,687-94.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |