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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 P. O. BOX 13766 · NEWARK, NJ 07188 | Investment Management | $2,389,569 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1155 PERIMETER CENTER W · ATLANTA, GA 30338 | Actuarial | $86,757 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $51,544 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIN. Service code 13 · EIN 54-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $34,926 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BERWYCHASE, PA 19312 | Investment Management | $26,071 |
Filed as: ROBEIN URANN & LURYE Service code 29 · EIN 72-0999672 2540 SEVEREN AVE · METAIRIE, LA 70009 | Legal | $20,094 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES INVESTMENT Service code 28 · EIN 36-4776242 135 N. SAGINAW RD STE 100 · MIDLAND, MI 48640 | Investment Management | $17,577 |
DENNIS G. JENKINS, CPA,LLC4 years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 31406 | Accounting | $12,000 |
Service code 28 · EIN 52-1940739 7315 WISCONSIN AVE STE 200W · BETHESDA, MD 20814 | Investment Management | $1,867 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.60% | -8.26%-2.3pp | -5.84%-4.8pp | 2.77%-13.4pp |
| Employer contribution / active EE | $12,599 | $12,543+0.4% | $31,839-60.4% | $15,262-17.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |