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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN6+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 · JACKSONVILLE, FL 32256 | Contract Administrator | $123,024 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 26-4310632 800 E 96TH ST STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $121,647 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370696 8601 GEORGIA AVE STE700 · SILVER SPRINGS, MD 20910 | Actuarial | $60,660 |
INVESCO2 years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $54,671 |
VENABLE LLP6+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N 56TH ST · TAMPA, FL 33617 | Legal | $40,416 |
THE SEGAL COMPANY6+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER ST · CHICAGO, IL 60606 | Investment Management | $16,423 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G JENKINS, CPA Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $11,850 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSTON INT'L EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $10,382 |
AMALGAMATED BANK6+ years Service code 28 · EIN 13-4920330 275 SEVENTH AVE · NEW YORK, NY 10001 | Investment Management | $8,631 |
FOUNDRY PARTNERS2 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 20-1667094 510 FIRST AVE N STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $7,471 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 11.93% | 6.41%+5.5pp | 8.01%+3.9pp | 11.45%+0.5pp |
| Employer contribution / active EE | $10,240 | $11,592-11.7% | $29,476-65.3% | $17,219-40.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |