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| Provider | Service type | Compensation |
|---|---|---|
DUNN AND WALLBAUM LLC2+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $103,189 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 | Actuarial | $36,705 |
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $36,189 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $22,000 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE LP Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURG, PA 15222 | Investment Management | $21,437 |
Filed as: INVESTMENT PERFORMANCE SERV LLC Service code 28 570 E YORK ST · SAVANNAH, GA 31401 | Investment Management | $13,875 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327229 780 CLEVELAND AVE. SOUTH · ST PAUL, MN 55116 | Advisory (Plan) | $13,875 |
FRANK N HESTAND CPA PSC2+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $8,500 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $5,413 |
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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 4.44% | 10.24%-5.8pp | 22.78%-18.3pp | 5.13%-0.7pp |
| Employer contribution / active EE | $2,460 | $2,598-5.3% | $3,574-31.2% | $1,974+24.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |