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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN5+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 · JACKSONVILLE, FL 32256 | Contract Administrator | $111,400 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 26-4310632 800 E 96TH ST STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $104,935 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370696 8601 GEORGIA AVE STE700 · SILVER SPRINGS, MD 20910 | Actuarial | $76,430 |
INVESCO1 year Filed as: INVESCO REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $57,358 |
VENABLE LLP5+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N 56TH ST · TAMPA, FL 33617 | Legal | $34,548 |
Filed as: JOHNSTON INT'L EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $32,486 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $15,749 |
THE SEGAL COMPANY5+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER ST · CHICAGO, IL 60606 | Investment Management | $13,164 |
Filed as: DENNIS G JENKINS, CPA Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $13,000 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 20-1667094 510 FIRST AVE N STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $9,311 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 15.49% | 10.27%+5.2pp | 10.56%+4.9pp | 53.27%-37.8pp |
| Employer contribution / active EE | $7,995 | $12,273-34.9% | $30,199-73.5% | $14,774-45.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |