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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $50,582 |
Service code 29 · EIN 34-4439491 | Legal | $37,726 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $27,491 |
Service code 10 · EIN 31-0800053 | Accounting | $26,700 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 | Actuarial | $25,387 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $22,453 |
US BANK10+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $19,254 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $17,043 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $13,154 |
FRSECURE1 year Filed as: FRSECURE LLC Service code 16 · EIN 26-3247185 | Consulting | $5,220 |
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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 | $24,265-100.0% | $141,811-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 10.4%-10.4pp |
| Annual return | 7.69% | 14.55%-6.9pp | 9.03%-1.3pp | 9.31%-1.6pp |
| Employer contribution / active EE | $13,859 | $9,807+41.3% | $26,284-47.3% | $13,179+5.2% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $940-100.0% | $4,785-100.0% |