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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM C. EARHART CO., INC.3+ years Filed as: WILLIAM C EARHART CO. INC Service code 14 · EIN 93-0509592 3140 NE BROADWAY ST. · PORTLAND, OR 97232 | Plan Administrator | $282,949 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3559273 550 W WASHINGTON BLVD 9TH FLOOR · CHICAGO, IL 60661 | Advisory (Plan) | $222,835 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON Service code 10 225 LIBERTY STREET · NEW YORK, NY 10286 | Accounting | $164,690 |
O'DONOGHUE & O'DONOGHUE3+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $119,621 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 27 4842 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Plan) | $86,250 |
LSV ASSET MANAGEMENT1 year Filed as: LSV Service code 27 · EIN 23-2772200 4842 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Plan) | $70,808 |
BEYER-BARBER COMPANY3+ years Service code 11 · EIN 23-2503024 1136 HAMILTON STREET, SUITE 103 · ALLENTOWN, PA 18101 | Actuarial | $51,425 |
HALEY AND ASSOCIATES LLC3+ years Filed as: HALEY AND ASSOCIATES, LLC Service code 10 · EIN 55-0810153 5000 SUNNYSIDE AVE SUITE 304 · BELTSVILLE, MD 20705 | Accounting | $44,613 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.67% | 2.02%+7.6pp | -752.26%+761.9pp | 33.37%-23.7pp |
| Employer contribution / active EE | $15,542 | $12,422+25.1% | $31,802-51.1% | $11,253+38.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |