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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $68,842 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $59,326 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE. · ST. PAUL, MN 55116 | Advisory (Plan) | $41,400 |
UMR10+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $35,949 |
MELISSA W. COOK & ASSOCIATES2 years Filed as: MELISSA LOGAN Service code 30 | Employee (plan) | $24,363 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD · CINCINNATI, OH 45226 | Legal | $10,863 |
Filed as: BOYD WATTERSON Service code 28 1301 ME 9TH STREET · CLEVELAND, OH 44114 | Investment Management | $9,946 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 W CAPITOL AVENUE · LITTLE ROCK, AK 72201 | Actuarial | $9,400 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 6.09% | 9.12%-3.0pp | 9.57%-3.5pp | 10.77%-4.7pp |
| Employer contribution / active EE | $15,427 | $14,150+9.0% | $26,706-42.2% | $15,292+0.9% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |