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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 · EIN 26-4310632 800 E 96TH ST STE 400 · INDIANPOLIS, IN 46240 | Advisory (Plan) | $133,969 |
NATIONAL EMPLOYEE BENEFIT ADMIN7+ 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 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370696 8601 GEORGIA AVE STE700 · SILVER SPRINGS, MD 20910 | Actuarial | $63,413 |
INVESCO3 years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 20-1667094 13155 NOEL RD · DALLAS, TX 75240 | Investment Management | $56,857 |
VENABLE LLP7+ years Filed as: W. E. VENABLE Service code 29 · EIN 59-1824267 7402 N 56TH ST · TAMPA, FL 33617 | Legal | $34,228 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: JOHNSTON INT'L EQUITY Service code 28 · EIN 13-3257590 1 LANDMARK SQUARE 20TH FLOOR · STANFORD, CT 06901 | Investment Management | $28,372 |
THE SEGAL COMPANY7+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S. WACKER ST · CHICAGO, IL 60606 | Investment Management | $20,291 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 20-1667094 510 FIRST AVE N STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $12,602 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $11,001 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS G JENKINS, CPA Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,000 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 12.81% | 24.46%-11.7pp | 11.08%+1.7pp | 13.24%-0.4pp |
| Employer contribution / active EE | $11,632 | $11,981-2.9% | $28,418-59.1% | $14,616-20.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |