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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN4+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 8875 LIBERTY RIDGE DR · JACKSONVILLE, FL 32256 | Contract Administrator | $104,100 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 26-4310632 800 E.96TH STREET, STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $99,878 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370696 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $65,026 |
INVESCO4+ years Filed as: INVESCO CORE REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $55,137 |
VENABLE LLP4+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N. 56TH STREET · TAMPA, FL 33617 | Legal | $34,245 |
JOHNSTON ASSET MANAGEMENT4+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $22,565 |
AMALGAMATED BANK4+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $21,411 |
THE SEGAL COMPANY4+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER DR · CHICAGO, IL 60606 | Investment Management | $12,909 |
DENNIS G. JENKINS, CPA,LLC4+ years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $11,100 |
Filed as: MCDONNELL INVESTMENTS Service code 28 · EIN 36-4445613 1515 W. 22ND ST 11TH FLOOR · OAK BROOK, IL 60523 | Investment Management | $10,470 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.41% | 4.25%-8.7pp | -752.26%+747.8pp | 0.19%-4.6pp |
| Employer contribution / active EE | $9,648 | $11,906-19.0% | $31,802-69.7% | $13,763-29.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |