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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL HOSPITAL SERVICES3+ years Service code 13 · EIN 34-1173007 | Contract Administrator | $67,090 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICE Service code 28 · EIN 74-2798841 | Investment Management | $20,479 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $14,726 |
FIRST STATE TRUST COMPANY2 years Service code 25 · EIN 13-3124172 | Directed Trustee | $12,052 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 | Investment Management | $10,918 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $7,889 |
HW&CO.1 year Filed as: HW & CO Service code 10 | Accounting | $7,500 |
LOOMIS SAYLES1 year Filed as: LOOMIS Service code 28 | Investment Management | $5,565 |
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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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 12.50% | 10.93%+1.6pp | 10.16%+2.3pp | 13.95%-1.4pp |
| Employer contribution / active EE | $3,850 | $10,209-62.3% | $33,192-88.4% | $16,598-76.8% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |