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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Service code 28 · EIN 45-3328488 | Investment Management | $81,670 |
Filed as: LAWRENCE C. MUSGROVE ASSOC., INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $56,700 |
BHA CONSULTING9+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $51,896 |
Filed as: UNITED BANK Service code 28 · EIN 54-1071198 | Investment Management | $31,037 |
GOLDMAN SACHS6 years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $30,365 |
C.S. MCKEE, L.P.9+ years Service code 28 · EIN 25-1900687 | Investment Management | $27,341 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 | Securities Custodian | $25,905 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 | Legal | $25,065 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $23,500 |
ANDERSON & REED, LLP9+ years Service code 10 · EIN 54-0617257 | Accounting | $14,200 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 21.75% | 10.33%+11.4pp | 8.10%+13.7pp | 9.30%+12.5pp |
| Employer contribution / active EE | $7,796 | $14,972-47.9% | $28,649-72.8% | $12,551-37.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |