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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $344,239 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGMENT Service code 28 · EIN 47-2126910 | Investment Management | $198,522 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $70,000 |
Service code 28 · EIN 23-2962336 | Investment Management | $65,197 |
Filed as: JP MORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $50,172 |
BEYER-BARBER COMPANY5+ years Service code 11 · EIN 23-2503024 | Actuarial | $48,077 |
BLACKSTONE1 year Filed as: BLACKSTONE TACTICAL OPP ADVISOR LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $39,950 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $38,898 |
HALEY AND ASSOCIATES LLC1 year Filed as: HALEY & ASSOCIATES, LLC CPA Service code 10 · EIN 55-0810153 | Accounting | $34,057 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $32,670 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -0.74% | 6.82%-7.6pp | 8.01%-8.7pp | 12.86%-13.6pp |
| Employer contribution / active EE | $18,639 | $12,695+46.8% | $29,476-36.8% | $13,687+36.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |