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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL HOSPITAL SERVICES2+ years Service code 13 · EIN 34-1173007 | Contract Administrator | $44,789 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 | Investment Management | $13,290 |
Service code 25 · EIN 13-3124172 | Directed Trustee | $12,402 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICE Service code 28 · EIN 74-2798841 | Investment Management | $12,338 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $11,821 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3180631 | Investment Management | $11,305 |
OAK RIDGE INVESTMENTS, LLC2+ years Filed as: OAKRIDGE INVESTMENTS Service code 28 · EIN 36-4142388 | Investment Management | $10,428 |
NUVEEN2+ years Filed as: NGAM ADVISORS Service code 28 · EIN 04-3274056 | Investment Management | $10,368 |
MALONEY & NOVOTNY LLC2+ years Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $7,625 |
CALAMOS ADVISORS LLC2+ years Filed as: CALAMOS ADVISORS Service code 28 · EIN 20-1647533 | Investment Management | $5,334 |
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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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 4.79% | 45.66%-40.9pp | 5.00%-0.2pp | 11.88%-7.1pp |
| Employer contribution / active EE | $3,067 | $9,637-68.2% | $35,918-91.5% | $14,612-79.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |