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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $70,508 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 51 100 VANGUARD BLVD. · MALVERN, PA 19355 | Investment Mgmt Fees | $64,858 |
HAMLIN CAPITAL MANAGEMENT, LLC10+ years Filed as: HAMLIN CAPITAL MANAGEMENT Service code 51 · EIN 52-2344187 | Investment Mgmt Fees | $43,700 |
BENESYS, INC.9 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $42,500 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,719 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 51 1301 E. 9TH STREET · CLEVELAND, OH 44114 | Investment Mgmt Fees | $30,298 |
Filed as: SHUMAKER, LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $24,672 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART PARTNERS, INC. Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $20,435 |
MACQUEEN INSURANCE GROUP10+ years Service code 23 2191 12 MILE RD. · BERKLEY, MI 48072 | Insurance services | $18,649 |
Service code 10 · EIN 31-0800053 | Accounting | $16,075 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 4.24% | 8.65%-4.4pp | 9.03%-4.8pp | 10.20%-6.0pp |
| Employer contribution / active EE | $16,406 | $14,388+14.0% | $26,284-37.6% | $15,145+8.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |