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| Provider | Service type | Compensation |
|---|---|---|
DUNN AND WALLBAUM LLC3+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $46,359 |
Filed as: SANTA BARBARA INVESTMENTS Service code 28 2049 CENTURY PART EAST · LOS ANGELES, CA 90067 | Investment Management | $30,509 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 | Actuarial | $22,670 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $22,000 |
Filed as: INVESTMENT PERFORMANCE SERV LLC Service code 27 570 E YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $20,000 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE Service code 51 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Mgmt Fees | $14,777 |
Filed as: BNY MELLON Service code 28 240 GREENWICH ST · NEW YORK, NY 10286 | Investment Management | $8,696 |
FRANK N HESTAND CPA PSC3+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $8,500 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $0 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 10.23% | 19.71%-9.5pp | 176.29%-166.1pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $3,077 | $2,633+16.9% | $3,680-16.4% | $2,032+51.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |