| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL3+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $89,638 |
FICON3+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $25,445 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $14,819 |
MEYER, UNKOVIC & SCOTT3+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $14,258 |
STANDARD VALUATIONS3+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $6,650 |
Filed as: UNITED BANK Service code 19 · EIN 55-6100340 500 VIRGINIA STREET, EAT · CHARLESTON, WV 25302 | Securities Custodian | $5,138 |
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 | $104,281-100.0% | $140,019-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 87.5%-87.5pp | 74.1%-74.1pp |
| Annual return | 7.26% | -1.33%+8.6pp | 651.19%-643.9pp | 1.07%+6.2pp |
| Employer contribution / active EE | $1,081 | $4,070-73.4% | $5,605-80.7% | $2,540-57.4% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $10,705-100.0% | $71-100.0% |