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| Provider | Service type | Compensation |
|---|---|---|
DUNN AND WALLBAUM LLC1+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $82,008 |
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $37,327 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 | Actuarial | $35,478 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURG, PA 15222 | Investment Management | $20,806 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327229 780 CLEVELAND AVE. SOUTH · ST PAUL, MN 55116 | Advisory (Plan) | $18,500 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 11 · EIN 55-0672859 3150 US RT. 60 · ONA, WV 25545 | Actuarial | $17,617 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $14,666 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $8,500 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $7,019 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,498-100.0% | $75,784-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -1.83% | 1.80%-3.6pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $2,656 | $2,291+15.9% | $3,323-20.1% | $1,899+39.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |