| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Plan Administrator | $110,660 |
QUANTITATIVE PROCESS, LLC1+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 33-1077887 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $106,718 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 213 S. BEMISON, SUITE 400 · ST LOUIS, MO 63105 | Actuarial | $93,432 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $66,117 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Management | $51,460 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 PO BOX 4142 CHURCH STREET · NEW YORK, NY 10261 | Advisory (Plan) | $45,000 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 32-20TH STREET, SUITE 300 · WHEELING, WV 26003 | Accounting | $36,032 |
Filed as: PYRAMIS Service code 28 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Investment Management | $33,091 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 140 · CLEVELAND, OH 44114 | Investment Management | $28,247 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 19 · EIN 13-4994650 550 W. ADAMS STREET · CHICAGO, IL 60661 | Securities Custodian | $25,191 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.24% | 3.49%-2.2pp | 4.16%-2.9pp | 7.18%-5.9pp |
| Employer contribution / active EE | $10,817 | $11,083-2.4% | $29,966-63.9% | $13,095-17.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |