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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 8875 LIBERTY RIDGE DR · JACKSONVILLE, FL 32256 | Contract Administrator | $102,000 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 800 E.96TH STREET, STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $83,832 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370696 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $57,852 |
INVESCO1+ years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $53,735 |
VENABLE LLP1+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N. 56TH STREET · TAMPA, FL 33617 | Legal | $34,285 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $22,459 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 THREE CRESENT DR STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $18,726 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $17,947 |
THE SEGAL COMPANY1+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER DR · CHICAGO, IL 60606 | Investment Management | $15,224 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $8,975 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.22% | 0.68%-0.5pp | -1.61%+1.8pp | -0.60%+0.8pp |
| Employer contribution / active EE | $9,227 | $10,568-12.7% | $30,840-70.1% | $12,272-24.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |