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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE C. MUSGROVE ASSOCIATES1+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $54,000 |
C.S. MCKEE, L.P.1+ years Service code 28 · EIN 25-1900687 | Investment Management | $39,496 |
MANNING & NAPIER1+ years Service code 28 · EIN 45-3328488 | Investment Management | $35,682 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $18,102 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $16,000 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $13,634 |
ANDERSON & REED, LLP1+ years Service code 10 · EIN 54-0617257 | Accounting | $13,000 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 9.14% | 2.79%+6.3pp | 4.16%+5.0pp | 11.88%-2.7pp |
| Employer contribution / active EE | $5,145 | $10,530-51.1% | $29,966-82.8% | $14,612-64.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |