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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $205,887 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $176,054 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $154,630 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $65,741 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 50 · EIN 25-6078093 | Direct Payment | $63,924 |
ARMSTRONG TEASDALE1+ years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-0685392 | Legal | $56,649 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $27,321 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 10 · EIN 31-0800053 | Accounting | $16,250 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 21 · EIN 01-0233346 | Bank Trustee | $9,101 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 9.62% | 16.64%-7.0pp | -100.31%+109.9pp | 21.83%-12.2pp |
| Employer contribution / active EE | $10,612 | $7,557+40.4% | $18,686-43.2% | $12,237-13.3% |
| Participant deferral / active EE | $31 | $8+300.0% | $77-60.0% | $987-96.9% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |