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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $1,311,417 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $984,211 |
CBRE CLARION SECURITIES LLC1+ years Filed as: CBRE CLARION Service code 28 · EIN 23-2802869 | Investment Management | $671,706 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 1000 JACKSON ST · TOLEDO, OH 43604 | Legal | $580,111 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $522,885 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $498,626 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Other fees; Custodial (securities); C... | $475,394 |
VON BRIESEN & ROPER1+ years Filed as: VON TOBEL Service code 28 · EIN 13-3223264 | Investment Management | $418,155 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $331,743 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $279,167 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 0.33% | 5.86%-5.5pp | 4.16%-3.8pp | 5.86%-5.5pp |
| Employer contribution / active EE | $9,626 | $10,137-5.0% | $29,966-67.9% | $10,137-5.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |