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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 34-1337680 | Accounting | $45,839 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $45,838 |
Service code 29 · EIN 34-4439491 | Legal | $37,122 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $26,508 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $21,140 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $14,742 |
HUNTINGTON INSURANCE1 year Service code 28 37 W BROAD ST · COLUMBUS, OH 43215 | Investment Management | $12,746 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $10,345 |
US BANK3 years Service code 28 ONE US BANK PLAZA · ST. LOUIS, MO 63101 | Investment Management | $8,536 |
Service code 10 · EIN 31-0800053 | Accounting | $6,300 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 5.98% | 11.52%-5.5pp | 10.56%-4.6pp | 16.32%-10.3pp |
| Employer contribution / active EE | $10,756 | $11,821-9.0% | $30,197-64.4% | $17,007-36.8% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |