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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 83-1544721 | Contract Administrator | $84,365 |
MANNING & NAPIER7+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $48,775 |
WESBANCO INC.4 years Filed as: WESBANCO TRUST AND INVESTMENT SERVI Service code 19 · EIN 55-0143590 | Securities Custodian | $41,831 |
MAIRS & POWER, INC.7+ years Filed as: MAIRS AND POWER Service code 28 · EIN 41-0844499 | Investment Management | $38,844 |
COWDEN ASSOCIATES, INC.7+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $35,153 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $34,781 |
STANDARD VALUATIONS7+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $32,000 |
MCELHANEY & ASSOCIATES, LLC5 years Service code 10 · EIN 38-3806684 | Accounting | $19,000 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $13,009 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $9,484 |
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Employer contribution per participant 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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 19.16% | 11.84%+7.3pp | 8.95%+10.2pp | 13.24%+5.9pp |
| Employer contribution / active EE | $6,035 | $12,426-51.4% | $46,559-87.0% | $14,616-58.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |