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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 13 · EIN 32-2383171 700 TOWER DRIVE · TROY, MI 48098 | Contract Administrator | $85,210 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Filed as: HAMLIN CAPITAL MANAGEMENT Service code 51 · EIN 52-2344187 640 FIFTH AVENUE, 6TH FLOOR · NEW YORK, NY 10019 | Investment Mgmt Fees | $60,677 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $59,783 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 1000 JACKSON ST. · TOLEDO, OH 43604 | Legal | $40,197 |
UNITED ACTURIAL SERVICES1+ years Filed as: UNITED ACTURIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST., STE. 610 · CARMEL, IN 460324529 | Actuarial | $33,073 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS, INC. Service code 51 · EIN 39-1711628 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Mgmt Fees | $26,862 |
Filed as: TRADEWINDS GLOBAL Service code 51 · EIN 02-0767178 2049 CENTURY PARK EAST, 20TH FLOOR · LOS ANGELES, CA 90067 | Investment Mgmt Fees | $25,186 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 8 CAMPUS DRIVE 4TH FLOOR · PARSIPPANY, NJ 07054 | Investment Management | $22,615 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 13-3702086 | Investment Management | $13,725 |
TRUST COMPANY OF TOLEDO1+ years Service code 21 · EIN 34-1661757 1630 TIMBERWOLF DRIVE · HOLLAND, OH 43528 | Bank Trustee | $11,919 |
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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 | -0.46% | 3.49%-4.0pp | 4.16%-4.6pp | 7.18%-7.6pp |
| Employer contribution / active EE | $13,444 | $11,083+21.3% | $29,966-55.1% | $13,095+2.7% |
| 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% |