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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $52,273 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 2200 ROSS AVE, SUITE #3100 · DALLAS, TX 75201 | Investment Management | $47,986 |
Service code 10 · EIN 34-1337680 | Accounting | $47,500 |
SHUNAKER LOOP AND KENDRICK4 years Service code 29 · EIN 34-4439491 | Legal | $22,959 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $22,800 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $22,766 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $22,567 |
AB FUNDS1 year Filed as: INTECH INSTITUTIONAL LARGE CAP GROW Service code 28 · EIN 56-6593356 | Investment Management | $22,296 |
HUNTINGTON INSURANCE4 years Service code 28 37 W BROAD ST · COLUMBUS, OH 43215 | Investment Management | $10,481 |
US BANK6 years Service code 28 ONE US BANK PLAZA · ST. LOUIS, MO 63101 | Investment Management | $9,117 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -0.89% | -6.78%+5.9pp | -5.84%+5.0pp | 39.77%-40.7pp |
| Employer contribution / active EE | $10,432 | $13,335-21.8% | $31,839-67.2% | $19,959-47.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |