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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST.OPER.CO. Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $92,157 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 1300 E NINTH, SUITE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $75,000 |
Filed as: TIC INTERNATIONAL Service code 14 · EIN 34-1442087 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $73,800 |
ALLOTTA FARLEY CO LPA5 years Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $34,138 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $30,035 |
BODINE PERRY4 years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $18,983 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST PETERSBURG, FL 33733 | Investment Management | $17,480 |
BENESYS, INC.5 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $7,500 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 18 · EIN 52-2037618 7501 WISCONSIN SUITE 1500 · BETHESDA, MD 20814 | Custodial (other than securities) | $7,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,241 | $81,719-7.9% | $101,275-25.7% | $90,274-16.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.56% | 337.64%-325.1pp | 46.46%-33.9pp | 53.97%-41.4pp |
| Employer contribution / active EE | $4,195 | $3,622+15.8% | $3,660+14.6% | $2,523+66.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $119 | $162-26.7% | $5,948-98.0% | $114+4.1% |