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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Securities Custodian | $41,872 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD STE 400 · CINCINNATI, OH 45226 | Legal | $31,384 |
CUNI, RUST & STRENK4 years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $30,810 |
UMR2 years Service code 14 · EIN 39-1995276 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $21,670 |
EATON VANCE2 years Service code 28 · EIN 04-3101341 ONE POST OFFICE SQUARE · BOSTON, MA 02110 | Investment Management | $21,580 |
DGPERRY, PLLC1 year Filed as: DGPERRY CPAS + ADVISORS Service code 11 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Actuarial | $20,881 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 642 NEWTON YARDLEY ROAD · WASHINGTON, PA 16940 | Advisory (Plan) | $20,759 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 20-0169148 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $17,267 |
MANNING & NAPIER8 years Service code 28 · EIN 45-2069100 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $16,362 |
WITHUMSMITH+BROWN, PC9+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-0680642 901 S. BOND ST. SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $14,597 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 12.94% | 7.29%+5.6pp | 8.10%+4.8pp | 8.21%+4.7pp |
| Employer contribution / active EE | $17,603 | $9,759+80.4% | $28,649-38.6% | $13,837+27.2% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |