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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 28 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Investment Management | $87,808 |
Service code 28 700 E BUTTERFIELD ROAD, SUITE 320 · LOMBARD, IL 60148 | Investment Management | $43,725 |
ASCENSUS LLC1 year Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DRIVE, SUITE B · CENTERVILLE, OH 45458 | Legal | $34,835 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 777 E WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $31,373 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $26,673 |
CUNI, RUST & STRENK4+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $11,275 |
US BANK1 year Service code 19 CM-9703 · ST PAUL, MN 551709703 | Securities Custodian | $10,464 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK · CLINTON TWP, MI 48035 | Copying and duplicating | $6,489 |
GOLDSTEIN GRAGEL LLC4+ years Service code 29 · EIN 26-3575398 1111 SUPERIOR AVE EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $5,589 |
NEWTOWER TRUST COMPANY1 year Service code 21 · EIN 30-0872552 7315 WISCONSIN AVENUE, SUITE 350 W · BETHESDA, MA 20814 | Bank Trustee | $0 |
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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 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 6.45% | 10.27%-3.8pp | 10.56%-4.1pp | 53.27%-46.8pp |
| Employer contribution / active EE | $6,859 | $12,273-44.1% | $30,197-77.3% | $14,774-53.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |