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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 21 · EIN 36-3792197 100 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Bank Trustee | $88,249 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 21 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Bank Trustee | $75,349 |
UMR1+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $34,407 |
STANDARD VALUATIONS1+ years Service code 20 · EIN 41-1327339 790 CLEVELAND AVE. · ST. PAUL, MN 55116 | Trustee (individual) | $30,500 |
FIRST & PEOPLES BANK1+ years Service code 18 · EIN 61-0192790 418 RUSSELL ROAD · ASHLAND, KY 41101 | Custodial (other than securities) | $16,121 |
Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 W CAPITOL AVENUE · LITTLE ROCK, AK 72201 | Actuarial | $13,500 |
Filed as: MASSACHUSETTS LIFE INSURANCE CO. Service code 19 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Securities Custodian | $11,909 |
WENTWORTH HAUSER & VOLICH1+ years Service code 27 · EIN 94-1598234 301 BATTERY ST. · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $9,878 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
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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 | $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 | -0.51% | 3.49%-4.0pp | 4.16%-4.7pp | 7.18%-7.7pp |
| Employer contribution / active EE | $13,103 | $11,083+18.2% | $29,966-56.3% | $13,095+0.1% |
| 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% |