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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK4+ years Service code 11 · EIN 31-1227755 | Actuarial | $264,225 |
BENESYS, INC.4+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $211,496 |
INSURANCE OFFICE OF AMERICA3 years Service code 22 1855 WEST STATE RD 434 · LONGWOOD, FL 32750 | Insurance Broker | $186,580 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Service code 29 · EIN 34-4439491 | Legal | $156,237 |
FOUNDRY PARTNERS4+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $122,164 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
C.S. MCKEE, L.P.4+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $65,133 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $62,857 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 25-1211909 | Securities Custodian | $25,485 |
ASCENSUS LLC4+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $23,766 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -1.04% | 2.02%-3.1pp | -752.26%+751.2pp | 33.37%-34.4pp |
| Employer contribution / active EE | $9,988 | $12,422-19.6% | $31,802-68.6% | $11,253-11.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |