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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $106,545 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING Service code 27 · EIN 34-1753575 | Advisory (Plan) | $32,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL, INC Service code 28 · EIN 95-4154361 | Investment Management | $23,433 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $21,725 |
HILLCREST ASSET MANAGEMENT5+ years Filed as: HILCREST ASSET MANAGEMENT Service code 28 · EIN 26-0741657 | Investment Management | $18,819 |
ARGUS INV COUNSEL INC1 year Filed as: ARGUS INVESTORS COUNCIL Service code 28 · EIN 13-1931123 | Investment Management | $18,457 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 PO BOX 21420 · NEW YORK, NC 10087 | Insurance services | $17,349 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES, INC Service code 10 · EIN 34-1310124 | Accounting | $16,950 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $6,381 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 23.92% | 13.77%+10.1pp | 239.57%-215.7pp | 13.59%+10.3pp |
| Employer contribution / active EE | $51,975 | $20,011+159.7% | $43,837+18.6% | $14,592+256.2% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |