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| Provider | Service type | Compensation |
|---|---|---|
US BANK2 years Service code 28 ONE US BANK PLAZA · SAINT LOUIS, MO 63101 | Investment Management | $83,910 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $80,424 |
NORTHWESTERN OHIO ADMINISTRATORS3+ years Filed as: NORTHWERSTERN OHIO ADMINISTRATORS Service code 10 · EIN 34-1337680 | Accounting | $48,588 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Filed as: SHUMAKER LOOP AND KENDRICK Service code 29 · EIN 34-4439491 | Legal | $45,327 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $42,064 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $35,114 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $20,648 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,600 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $18,923 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $6,100 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.89% | 1.05%+7.8pp | -752.26%+761.1pp | -0.69%+9.6pp |
| Employer contribution / active EE | $11,060 | $11,363-2.7% | $31,802-65.2% | $16,786-34.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |