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| Provider | Service type | Compensation |
|---|---|---|
GREYSTONE CONSULTING3+ years Service code 27 · EIN 26-4310844 800 EAST 96TH STREET · INDIANALOPIS, IN 46240 | Advisory (Plan) | $135,451 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK - MELLON Service code 28 · EIN 13-5260382 P. O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $67,686 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $67,200 |
BHA CONSULTING3+ years Filed as: BHA CONSULTING SERVICES Service code 11 · EIN 62-6101288 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Actuarial | $47,315 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 10 CADILLAS DR · BRENTWOOD, TN 37027 | Investment Management | $43,075 |
Filed as: CHEVY CHASE TRUST INVEST. ADVISORS Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $39,505 |
FOUNDRY PARTNERS3+ years Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH, STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $36,603 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR, STE 100 · BEWRYN, PA 19312 | Investment Management | $24,866 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Investment Management | $24,830 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR INVESTORS Service code 28 · EIN 84-1596610 200 COLUMBINE ST · DENVERRK, CO 80206 | Investment Management | $21,516 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.45% | 4.25%+4.2pp | -752.26%+760.7pp | 0.19%+8.3pp |
| Employer contribution / active EE | $9,526 | $11,906-20.0% | $31,802-70.0% | $13,763-30.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |