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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Service code 28 · EIN 36-3555078 550 WEST WASHINGTON BLVD, SUITE 900 · CHICAGO, IL 60661 | Investment Management | $414,407 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET, SUITE 1700 · MILWAUKEE, WI 53201 | Legal | $233,262 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 5420 WEST SOUTHERN AVENUE,SUITE 407 · INDIANAPOLIS, IN 46241 | Plan Administrator | $196,899 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 21 · EIN 52-6328901 1 E. PRATT ST., 5TH FLOOR · BALTIMORE, MD 21201 | Bank Trustee | $137,976 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 800 E. 96TH ST., STE. 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $80,436 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST. SUITE 610 · CARMEL, IN 46032 | Actuarial | $80,023 |
AMERICAN REALTY ADVISORS1+ years Service code 51 · EIN 33-0123114 801 NORTH BRAND BLVD, SUITE 800 · GLENDALE, CA 91203 | Investment Mgmt Fees | $37,954 |
Filed as: PAUL T. BERKOWITZ Service code 29 · EIN 36-3780998 123 W. MADISON ST. 600 · CHICAGO, IL 60602 | Legal | $33,873 |
K.B. PARRISH & CO. LLP1+ years Filed as: K. B. PARRISH & COMPANY Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254 | Accounting | $31,825 |
L.M. HENDERSON & COMPANY, LLP1+ years Filed as: LM HENDERSON Service code 10 · EIN 20-5520612 450 E. 96TH STREET, STE. 200 · INDIANAPOLIS, IN 46240 | Accounting | $19,898 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 0.14% | 6.13%-6.0pp | 4.74%-4.6pp | 9.19%-9.1pp |
| Employer contribution / active EE | $12,511 | $10,206+22.6% | $36,089-65.3% | $12,608-0.8% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |