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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 | $281,581 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY, SUITE 56 · ATLANTA, GA 30338 | Actuarial | $137,243 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 28 · EIN 26-2726262 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $121,340 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $111,981 |
WINTRUST INVESTMENTS LLC1 year Filed as: GREAT LAKE ADVISORS, LLC (WINTRUST) Service code 51 · EIN 80-0292839 231 S. LASALLE STREET, 4TH FLOOR · CHICAGO, IL 60604 | Investment Mgmt Fees | $99,036 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 16 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Consulting | $85,000 |
Service code 28 · EIN 26-6493485 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $66,913 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS, L Service code 28 · EIN 13-3257590 300 ATLANTIC STREET, 6TH FLOOR · STAMFORD, CT 06901 | Investment Management | $53,704 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT, INC. (I Service code 28 · EIN 13-2700161 15935 LA CANTERA PKWY · SAN ANTONIO, TX 78256 | Investment Management | $49,900 |
SUZONNE MAGLONE1 year Service code 30 · EIN 72-0522454 8657 BAYPINE ROAD, BUILDING 5 - SUI · JACKSONVILLE, FL 32256 | Employee (plan) | $47,215 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.26% | 10.27%-5.0pp | 10.56%-5.3pp | 53.27%-48.0pp |
| Employer contribution / active EE | $8,755 | $12,273-28.7% | $30,197-71.0% | $14,774-40.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |