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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $192,680 |
Filed as: EPIC INSURANCE SOLUTIONS AGENCY Service code 22 9700 ORMSBY STATION · LOUISVILLE, KY 40223 | Insurance Broker | $186,003 |
CUNI, RUST & STRENK5+ years Service code 11 · EIN 31-1227755 | Actuarial | $170,200 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
SHUMAKER, LOOP & KENDRICK, LLP5+ years Service code 29 · EIN 34-4439491 | Legal | $88,916 |
C.S. MCKEE, L.P.5+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $69,528 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $65,899 |
Filed as: ACADIAN GLOBAL MANAGED VOL EQ FUND Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $47,001 |
CLARK, SCHAEFER, HACKETT & CO.5+ years Service code 10 · EIN 31-0800053 | Accounting | $40,679 |
ASCENSUS LLC5+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $35,738 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 14.19% | 12.20%+2.0pp | 10.56%+3.6pp | 21.83%-7.6pp |
| Employer contribution / active EE | $10,485 | $12,801-18.1% | $30,199-65.3% | $12,237-14.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |