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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCE CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $193,033 |
INVESCO1+ years Filed as: INVESCO COMPANY Service code 28 1360 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $76,897 |
THE LONDON COMPANY1+ years Service code 28 1800 BAYBERRY COURT · RICHMOND, VA 23226 | Investment Management | $66,536 |
Filed as: EAGLE INVESTMENT MANAGEMENT Service code 28 4285 MORRIS ROAD · GAHANNA, OH 43230 | Investment Management | $61,193 |
UMR1+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $50,244 |
ROOSEVELT INVESTMENTS1+ years Filed as: ROOSEVELT INVESTEMENT GROUP Service code 28 317 MADISON AVE · NEW YORK, NY 10017 | Investment Management | $38,030 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 E 52ND STREET · NEW YORK, NY 10055 | Investment Management | $34,534 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 222 W ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $25,608 |
LYNDA BLOUNT1+ years Service code 13 · EIN 31-6134953 PO BOX 577 · PORTSMOUTH, OH 45662 | Contract Administrator | $19,242 |
MANLEY BURKE1+ years Service code 10 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Accounting | $13,683 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 6.59% | 10.24%-3.6pp | 22.78%-16.2pp | 5.13%+1.5pp |
| Employer contribution / active EE | $13,887 | $2,598+434.4% | $3,574+288.5% | $1,974+603.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |