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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN2+ 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 BARNEY2+ years Service code 27 · EIN 26-4310632 800 E.96TH STREET, STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $84,189 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370696 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $50,875 |
INVESCO2+ years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $47,472 |
VENABLE LLP2+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N. 56TH STREET · TAMPA, FL 33617 | Legal | $33,855 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $26,570 |
PENN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 22-2796848 THREE CRESENT DR STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $23,762 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $12,987 |
Filed as: MCDONNELL INVESTMENTS Service code 28 · EIN 36-4445613 1515 W. 22ND ST 11TH FLOOR · OAK BROOK, IL 60523 | Investment Management | $12,058 |
THE SEGAL COMPANY2+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER DR · CHICAGO, IL 60606 | Investment Management | $11,374 |
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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 | $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 | 6.23% | 3.49%+2.7pp | 4.16%+2.1pp | 7.18%-1.0pp |
| Employer contribution / active EE | $9,030 | $11,083-18.5% | $29,966-69.9% | $13,095-31.0% |
| 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% |