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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 10 · EIN 38-2383171 | Accounting | $168,331 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 20-0726879 | Investment Management | $142,449 |
Filed as: NOVARA TESIJA, PLC Service code 29 · EIN 38-2823147 | Legal | $114,043 |
GOLDMAN SACHS10+ years Filed as: WEDGE CAPITAL PARTNERS Service code 28 · EIN 56-1557450 | Investment Management | $110,296 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 95-4871432 | Investment Management | $105,287 |
Service code 28 · EIN 41-1533211 | Investment Management | $101,018 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 38-1971448 | Advisory (Plan) | $59,362 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 38-2156428 | Actuarial | $56,800 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $44,176 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 19 · EIN 38-0056147 | Securities Custodian | $35,161 |
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Employer contribution per participant 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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 6.41% | 10.13%-3.7pp | 9.03%-2.6pp | 8.87%-2.5pp |
| Employer contribution / active EE | $9,888 | $15,383-35.7% | $26,284-62.4% | $15,740-37.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |