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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $240,094 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $118,999 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $117,119 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $71,396 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $52,834 |
ELK CREEK PARTNERS, LLC1+ years Service code 28 · EIN 27-5463196 | Investment Management | $48,687 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $46,940 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $46,907 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH, INC Service code 28 · EIN 36-2831881 | Investment Management | $44,133 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $43,655 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.80% | 3.49%-7.3pp | 4.16%-8.0pp | 7.18%-11.0pp |
| Employer contribution / active EE | $13,572 | $11,083+22.5% | $29,966-54.7% | $13,095+3.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |