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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES4 years Service code 28 · EIN 52-1670976 21 DUPONT CIRCLE NW 500 · WASHINGTON, DC 20036 | Investment Management | $57,324 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $43,930 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $28,000 |
VENABLE LAW FIRM10+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $20,299 |
ZIEGLER CAPITAL MANAGEMENT, LLC10+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET STE 2400 · CHICAGO, IL 60602 | Investment Management | $19,171 |
STEVEN D EISENBERG CPA PA10+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $16,872 |
UNION BANK & TRUST COMPANY9 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVENUE · MINNEAPOLIS, MN 55414 | Securities Custodian | $9,186 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,941 | $122,585-51.1% | $184,256-67.5% | $200,096-70.0% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 15.01% | 144.12%-129.1pp | 28.85%-13.8pp | 34.26%-19.3pp |
| Employer contribution / active EE | $3,822 | $4,571-16.4% | $6,427-40.5% | $3,038+25.8% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $116 | $120-3.8% | $13,899-99.2% | $269-57.1% |