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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $257,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $112,601 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST STE 610 · CARMEL, IN 46032 | Actuarial | $43,875 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Securities Custodian | $40,357 |
PARAMOUNT CONSULTING5+ years Service code 14 5235 ASHFORD ROAD · DUBLIN, OH 43017 | Plan Administrator | $24,000 |
PILE CPAS5+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE SUITE 1200 · INDIANAPOLIS, IN 46204 | Accounting | $20,000 |
ALATEK5+ years Filed as: ALATEK DEVELOPMENT Service code 99 · EIN 62-1782185 PO BOX 834 · CROSSVILLE, TN 38557 | Other Fees | $11,550 |
MACEY VENTURES LLC DBA1 year Filed as: MACEY, SWANSON & ALLMAN Service code 29 · EIN 35-1788658 445 N PENNSYLVANIA ST · INDIANAPOLIS, IN 46204 | Legal | $6,254 |
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Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | -9.49% | 8.15%-17.6pp | 7.87%-17.4pp | 11.45%-20.9pp |
| Employer contribution / active EE | $4,883 | $17,725-72.5% | $31,784-84.6% | $17,219-71.6% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |