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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BENEFIT COPORATION Service code 14 · EIN 55-0672859 525 VINE STREET, SUITE 2325 · CINCINNATI, OH 45202 | Plan Administrator | $865,327 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 27 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $216,120 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 27 · EIN 31-1448100 50 EAST RIVERCENTER BOULEVARD · COVINGTON, KY 41011 | Advisory (Plan) | $215,956 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL GROUP, INC. Service code 11 · EIN 94-1503999 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Actuarial | $162,956 |
Filed as: PRINCIPAL SPECTRUM ASSET MANAGEMENT Service code 27 · EIN 42-1520346 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $162,809 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 33 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Securities brokerage | $132,698 |
Service code 27 · EIN 13-3089070 645 FIFTH AVENUE · NEW YORK, NY 10022 | Advisory (Plan) | $124,141 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICE INC. Service code 23 · EIN 46-0619194 333 WEST FOURTH STREET · NEW YORK, NY 10001 | Insurance services | $115,311 |
SEBALY, SHILLITO & DYER10+ years Service code 29 · EIN 31-1173960 1900 KETTERING TOWER, 40 N. MAIN ST · DAYTON, OH 45423 | Legal | $107,676 |
Filed as: GRAY, GRIFFITH & MAYS A.C. Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E STE 400 · CHARLESTON, WV 26301 | Accounting | $43,968 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 10.17% | 10.00%+0.2pp | 5.16%+5.0pp | 9.30%+0.9pp |
| Employer contribution / active EE | $3,074 | $10,331-70.2% | $26,446-88.4% | $12,551-75.5% |
| Participant deferral / active EE | $94 | $802-88.3% | $78+20.2% | $2,867-96.7% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |