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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 | $336,861 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $95,000 |
RIDGEWORTH3 years Filed as: SEIX INVESTMENT ADVISORS Service code 27 · EIN 95-4191764 ONE MAYNARD DRIVE, SUITE 3200 · PARK RIDGE, NJ 07656 | Advisory (Plan) | $94,663 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 990 HAMMOND DRIVE, SUITE 220 · ATLANTA, GA 30338 | Actuarial | $82,985 |
NATIONAL INVESTMENT SERVICES3 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 | $60,629 |
US BANK7 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 | $45,130 |
Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 | Accounting | $42,720 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $28,993 |
Service code 99 · EIN 52-1796473 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $15,093 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 265 FRANKLIN ST · BOSTON, MA 02110 | Investment Management | $11,427 |
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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 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 11.38% | 8.68%+2.7pp | 8.93%+2.5pp | 10.08%+1.3pp |
| Employer contribution / active EE | $6,122 | $14,435-57.6% | $26,306-76.7% | $15,414-60.3% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |