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| Provider | Service type | Compensation |
|---|---|---|
NOA1 year Service code 10 · EIN 34-1337680 | Accounting | $80,737 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $52,584 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKE DR. · BERWYN, PA 19312 | Investment Management | $45,803 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $31,750 |
Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $22,611 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $20,446 |
Service code 19 · EIN 31-0800053 | Securities Custodian | $13,500 |
HUNTINGTON INSURANCE7 years Service code 28 37 WEST BROAD STREET · COLUMBUS, OH 43215 | Investment Management | $12,231 |
US BANK9 years Service code 28 ONE US BANK PLAZA · ST. LOUIS, MO 63101 | Investment Management | $9,561 |
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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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 7.39% | 13.02%-5.6pp | 9.57%-2.2pp | 9.16%-1.8pp |
| Employer contribution / active EE | $11,129 | $13,807-19.4% | $26,706-58.3% | $19,955-44.2% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |