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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC3+ years Service code 28 · EIN 20-4669888 | Investment Management | $51,997 |
WAGNER & ZWERMAN LLP3+ years Filed as: WAGNER BOWMAN MANAGEMENT CORP Service code 28 · EIN 52-1470972 | Investment Management | $48,769 |
Filed as: RAYMOND JAMES CONSULTING Service code 19 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Securities Custodian | $29,253 |
ULLICO3+ years Filed as: ULLICO CASUALTY GROUP Service code 23 1652 EYE STREET · WASHINGTON, DC 20006 | Insurance services | $12,813 |
Service code 10 · EIN 81-4643077 | Accounting | $9,676 |
BENEFIT ADMINISTRATION, INC.3+ years Filed as: BENEFIT ADMINISTRATION CORPORATION, Service code 13 · EIN 52-1139156 | Contract Administrator | $8,062 |
ABATO, RUBENSTEIN & ABATO3+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $7,905 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $7,198 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,305-100.0% | $82,312-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 80.3%-80.3pp | 76.9%-76.9pp | 70.7%-70.7pp |
| Annual return | 11.29% | 21.47%-10.2pp | 25.88%-14.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $1,601 | $1,887-15.1% | $2,428-34.1% | $2,032-21.2% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |