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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $46,873 |
Service code 10 · EIN 34-1337680 | Accounting | $45,641 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $39,718 |
Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $37,389 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKE DRIVE, STE 400 · BERWYN, PA 19312 | Investment Management | $25,820 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $21,000 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $12,899 |
HUNTINGTON INSURANCE2 years Service code 28 37 W BROAD ST · COLUMBUS, OH 43215 | Investment Management | $10,662 |
US BANK4 years Service code 28 ONE US BANK PLAZA · ST LOUIS, MO 63101 | Investment Management | $8,715 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $7,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -5.18% | 6.41%-11.6pp | 8.01%-13.2pp | 11.45%-16.6pp |
| Employer contribution / active EE | $10,043 | $11,592-13.4% | $29,475-65.9% | $17,219-41.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |