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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $196,374 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $192,226 |
EARNEST PARTNERS, LLC5+ years Service code 28 · EIN 58-2386669 | Investment Management | $191,967 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $174,417 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $160,680 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $148,623 |
Service code 29 · EIN 36-2744057 | Legal | $142,623 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $135,000 |
P. FLASCH2 years Service code 14 · EIN 36-6488227 | Plan Administrator | $123,731 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $66,302 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.37% | 12.20%+4.2pp | 10.56%+5.8pp | 21.83%-5.5pp |
| Employer contribution / active EE | $14,076 | $12,801+10.0% | $30,199-53.4% | $12,237+15.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |