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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 800 E 96TH ST STE 400 · INDIANAPOLIS, IN 46240 | Investment Management | $120,635 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFITS ADMINISTRATORS Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $81,600 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 41-1460668 P.O. BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Management | $48,559 |
VENABLE LLP2+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 7402 N 56TH STREET 380 · TAMPA, FL 33617 | Legal | $43,481 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 301 S. COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $32,832 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 P.O. BOX 5262, · NEW YORK, NY 10087 | Investment Management | $25,086 |
UNITED ACTUARIAL SERVCIES2+ years Filed as: UNITED ACTUARIAL SERVICE Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $23,300 |
KSDT & CO, LLC.1 year Filed as: KSDT &CO,LLC. Service code 10 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $13,981 |
FOUNDRY PARTNERS1 year Service code 28 510 FIRST AVE NORTH 409 · MINNEAPOLIS, MN 55403 | Investment Management | $9,486 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT HAMILL Service code 28 10 S WACKER DR 3500 · CHICAGO, IL 60606 | Investment Management | $6,997 |
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Employer contribution per participant 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.88% | 5.13%+1.7pp | 4.74%+2.1pp | 7.18%-0.3pp |
| Employer contribution / active EE | $1,668 | $14,689-88.6% | $36,089-95.4% | $13,095-87.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |