| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC4+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $2,790,085 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $211,799 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS, BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $197,138 |
CHEIRON4+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $147,990 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $139,298 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $92,306 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $66,240 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $55,443 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $49,711 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.25% | -4.58%+2.3pp | -2.18%-0.1pp | -1.95%-0.3pp |
| Employer contribution / active EE | $2,525 | $6,699-62.3% | $38,751-93.5% | $9,243-72.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |