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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) | $201,685 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 222 W ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $69,364 |
BLACKROCK3+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 E 52ND STREET · NEW YORK, NY 10055 | Investment Management | $53,768 |
INVESCO3+ years Filed as: INVESCO COMPANY Service code 28 1360 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $45,799 |
UMR3+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $39,071 |
Filed as: EAGLE INVESTMENT MANAGEMENT Service code 28 4285 MORRIS ROAD · GAHANNA, OH 43230 | Investment Management | $34,964 |
THE LONDON COMPANY3+ years Service code 28 1800 BAYBERRY COURT · RICHMOND, VA 23226 | Investment Management | $33,777 |
LYNDA BLOUNT3+ years Service code 13 · EIN 31-6134953 PO BOX 577 · PORTSMOUTH, OH 45662 | Contract Administrator | $20,331 |
BENEFITS ADMINISTRATORS, LLC3+ years Filed as: BENEFITS ADMINISTRATORS LLC Service code 17 · EIN 61-1291181 301 EAST MAIN STREET · LEXINGTON, KY 40507 | Pension Consulting | $14,100 |
MANLEY BURKE3+ years Service code 29 · EIN 31-4758691 222 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $12,335 |
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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 | $56,443-100.0% | $83,850-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 7.92% | 393.67%-385.7pp | 850.92%-843.0pp | 244.93%-237.0pp |
| Employer contribution / active EE | $15,716 | $2,682+486.1% | $3,631+332.8% | $2,078+656.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |