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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $46,042 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 N MADISON ST. · CARMEL, IN 46032 | Actuarial | $30,900 |
TIC INTERNATIONAL CORPORATION8+ years Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $23,679 |
ANROLD & KADJAN LLP3 years Service code 29 35 E WACKER DR. STE 600 · CHICAGO, IL 60601 | Legal | $22,873 |
Filed as: INVESTMENT PERFORMANCE SERV LLC Service code 27 570 E YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $22,495 |
BOSTON PARTNERS3 years Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $19,177 |
VICTORY4 years Filed as: VICTORY CAPITAL Service code 28 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 | Investment Management | $19,058 |
Filed as: INTERCONTINENTAL US REAL ESTATE FD Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $16,183 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 28 240 GREENWICH ST · NEW YORK, NY 10286 | Investment Management | $8,704 |
FRANK N HESTAND CPA PSC8+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $8,500 |
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Employer contribution per participant 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.09% | -8.26%-1.8pp | -5.85%-4.2pp | 2.77%-12.9pp |
| Employer contribution / active EE | $3,857 | $12,543-69.2% | $31,839-87.9% | $15,262-74.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |