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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $92,696 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $78,090 |
PEOPLES BANK1 year Service code 19 1999 WINCHESTER AVE · ASHLAND, KY 41101 | Securities Custodian | $38,669 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE. · ST. PAUL, MN 55116 | Advisory (Plan) | $32,150 |
UMR3+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $27,933 |
Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 W CAPITOL AVENUE · LITTLE ROCK, AK 72201 | Actuarial | $9,400 |
Filed as: PAINE WEBBER Service code 28 301 BATTERY ST. · SAN FRANCISCO, CA 94111 | Investment Management | $9,128 |
FRANK N HESTAND CPA PSC3+ 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 | $56,443-100.0% | $83,850-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 10.99% | 393.67%-382.7pp | 850.92%-839.9pp | 244.93%-233.9pp |
| Employer contribution / active EE | $12,367 | $2,682+361.2% | $3,631+240.6% | $2,078+495.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |