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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BUILDING 5 - SUI · JACKSONVILLE, FL 32256 | Contract Administrator | $327,745 |
Filed as: DUPLANTIER, HRAPMANN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 | Accounting | $125,562 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $92,500 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 990 HAMMOND DRIVE, SUITE 220 · ATLANTA, GA 30338 | Actuarial | $80,773 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 777 E. WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $58,077 |
RIDGEWORTH2 years Filed as: SEIX INVESTMENT ADVISORS Service code 27 · EIN 95-4191764 ONE MAYNARD DRIVE, SUITE 3200 · PARK RIDGE, NJ 07656 | Advisory (Plan) | $56,135 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $43,167 |
US BANK6 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 1555 N RIVERCENTER DR., SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $42,724 |
Service code 99 · EIN 52-1796473 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $19,027 |
THE BANK OF NEW YORK MELLON6 years Service code 28 · EIN 25-6078093 500 GRANT STREET · PITTSBURG, PA 15258 | Investment Management | $18,091 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 16.37% | 11.08%+5.3pp | 8.10%+8.3pp | 8.76%+7.6pp |
| Employer contribution / active EE | $7,298 | $13,910-47.5% | $28,649-74.5% | $16,664-56.2% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |