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| Provider | Service type | Compensation |
|---|---|---|
DUNN AND WALLBAUM LLC4+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $71,886 |
Filed as: SANTA BARBARA INVESTMENTS Service code 28 2049 CENTURY PART EAST · LOS ANGELES, CA 90067 | Investment Management | $30,136 |
TIC INTERNATIONAL CORPORATION4+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $22,000 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 | Actuarial | $20,800 |
Filed as: INVESTMENT PERFORMANCE SERV LLC Service code 27 570 E YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $20,000 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $15,535 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 240 GREENWICH ST · NEW YORK, NY 10286 | Investment Management | $8,579 |
FRANK N HESTAND CPA PSC4+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $8,500 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $4,578 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,587-100.0% | $63,107-100.0% | $33,587-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 71.4%-71.4pp | 24.3%-24.3pp |
| Annual return | -2.77% | -0.38%-2.4pp | 2.72%-5.5pp | -0.38%-2.4pp |
| Employer contribution / active EE | $2,900 | $6,100-52.5% | $10,601-72.6% | $6,100-52.5% |
| Participant deferral / active EE | $0 | $2,584-100.0% | $2,250-100.0% | $2,584-100.0% |
| Admin fee / account holder | $0 | $0 | $27-100.0% | - |