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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL HOSPITAL SERVICES1+ years Service code 13 · EIN 34-1173007 | Contract Administrator | $44,707 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICE Service code 28 · EIN 74-2798841 | Investment Management | $42,084 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 94-1671384 | Investment Management | $20,890 |
TUCKER ELLIS LLP1+ years Service code 29 · EIN 20-0073899 | Legal | $19,912 |
CONGRESS ASSET MANAGEMENT1+ years Service code 25 · EIN 04-2848965 | Directed Trustee | $12,251 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 | Investment Management | $12,097 |
OAK RIDGE INVESTMENTS, LLC1+ years Filed as: OAKRIDGE INVESTMENTS Service code 28 · EIN 36-4142388 | Investment Management | $11,139 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $11,113 |
MALONEY & NOVOTNY LLC1+ years Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $8,300 |
NUVEEN1+ years Filed as: NGAM ADVISORS Service code 28 · EIN 04-3274056 | Investment Management | $8,015 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.29% | -2.03%-0.3pp | -2.01%-0.3pp | 2.81%-5.1pp |
| Employer contribution / active EE | $1,115 | $9,185-87.9% | $34,453-96.8% | $16,358-93.2% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |