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| Provider | Service type | Compensation |
|---|---|---|
ALAN EICHENBAUM3 years Service code 29 · EIN 26-6065243 | Legal | $180,000 |
SOUTHWEST SERVICE ADMINISTRATORS4+ years Service code 14 · EIN 86-0785790 | Plan Administrator | $143,269 |
BELLOWS ASSOCIATES, P.A.4+ years Service code 10 · EIN 65-0804414 | Accounting | $111,579 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-2619259 | Actuarial | $93,022 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $87,902 |
DAVID KARCHER3 years Service code 30 · EIN 59-6230530 | Direct payment from the plan; Employe... | $86,346 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 28 · EIN 34-1922005 | Investment Management | $83,269 |
BAHL & GAYNOR4+ years Filed as: BAHL & GAYNOR INVESTMENT COUNSEL Service code 28 · EIN 31-1297139 | Investment Management | $43,215 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $41,008 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $28,044 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.77% | -1.12%-3.7pp | -2.18%-2.6pp | 0.19%-5.0pp |
| Employer contribution / active EE | $8,195 | $12,052-32.0% | $38,751-78.9% | $13,763-40.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |