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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $466,341 |
Service code 49 · EIN 38-2286296 | Other Services | $439,460 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $274,751 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES, & COMPANY, P.C. Service code 28 · EIN 04-1554520 | Investment Management | $162,406 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $82,958 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $66,689 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 PO BOX 27169 · NEW YORK, NY 100877169 | Investment Management | $64,940 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $38,300 |
Filed as: BOYD WATERSON ASSET MANAGEMENT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $35,820 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 82-2893229 | Legal | $26,366 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.81% | 10.08%-1.3pp | 8.99%-0.2pp | 8.88%-0.1pp |
| Employer contribution / active EE | $15,713 | $15,398+2.0% | $25,171-37.6% | $15,934-1.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |