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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) | $198,658 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 222 W ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $72,086 |
Filed as: EAGLE INVESTMENT MANAGEMENT Service code 28 4285 MORRIS ROAD · GAHANNA, OH 43230 | Investment Management | $49,127 |
THE LONDON COMPANY2+ years Service code 28 1800 BAYBERRY COURT · RICHMOND, VA 23226 | Investment Management | $47,928 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 E 52ND STREET · NEW YORK, NY 10055 | Investment Management | $43,070 |
UMR2+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $42,881 |
INVESCO2+ years Filed as: INVESCO COMPANY Service code 28 1360 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $39,950 |
LYNDA BLOUNT2+ years Service code 13 · EIN 31-6134953 PO BOX 577 · PORTSMOUTH, OH 45662 | Contract Administrator | $22,586 |
BENEFITS ADMINISTRATORS, LLC2+ years Filed as: BENEFITS ADMINISTRATORS LLC Service code 17 · EIN 61-1291181 301 EAST MAIN STREET · LEXINGTON, KY 40507 | Pension Consulting | $12,600 |
MANLEY BURKE2+ years Service code 29 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $10,333 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 7.12% | 19.71%-12.6pp | 176.29%-169.2pp | 27571.02%-27563.9pp |
| Employer contribution / active EE | $15,093 | $2,633+473.2% | $3,680+310.2% | $2,032+642.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |