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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $93,102 |
US BANK1 year Service code 28 ONE US BANK PLAZA · SAINT LOUIS, MO 63101 | Investment Management | $71,543 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Filed as: NORTHWERSTERN OHIO ADMINISTRATORS Service code 10 · EIN 34-1337680 | Accounting | $46,432 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $41,849 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $38,867 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Filed as: SHUMAKER LOOP AND KENDRICK Service code 29 · EIN 34-4439491 | Legal | $36,166 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,300 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $16,900 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $16,602 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $7,032 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.86% | 11.09%-0.2pp | 8.32%+2.5pp | 13.95%-3.1pp |
| Employer contribution / active EE | $12,515 | $10,980+14.0% | $30,793-59.4% | $16,598-24.6% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |