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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER7 years Filed as: MANNING AND NAPIER Service code 51 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $66,134 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $43,352 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $40,378 |
NEW TOWER6 years Service code 50 · EIN 55-6218800 3 BETHESDA METRO CTR 1600 · BETHESDA, NC 20814 | Direct Payment | $39,721 |
C.S. MCKEE, L.P.9+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $38,457 |
GRAY, GRAY & GRAY9+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA ST, EAST, SUITE 400 · CHARLESTON, WV 253012711 | Accounting | $18,700 |
STANDARD VALUATIONS9+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $18,300 |
Service code 11 124 WEST CAPITOL AVENUE, SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $17,000 |
HUNTINGTON NATIONAL BANK6 years Filed as: HUNTINGTON BANK Service code 19 · EIN 31-0966785 PO BOX 633 · CHARLESTON, WV 25322 | Securities Custodian | $13,647 |
Filed as: GSA BOYD WATTERSON Service code 50 · EIN 34-1922005 1301 E 9TH ST, STE 2900 · CLEVELAND, OH 44114 | Direct Payment | $12,626 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 9.46% | 11.01%-1.6pp | 8.10%+1.4pp | 7.65%+1.8pp |
| Employer contribution / active EE | $13,793 | $13,413+2.8% | $28,661-51.9% | $20,599-33.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |