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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 | $309,812 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $85,000 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 1155 PERIMETER CENTER W., STE 1100 · ATLANTA, GA 30338 | Actuarial | $80,572 |
WINTRUST INVESTMENTS LLC4 years 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 | $76,921 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $55,367 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $54,714 |
Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 | Accounting | $39,433 |
THE BANK OF NEW YORK MELLON4 years Service code 28 · EIN 25-6078093 500 GRANT STREET · PITTSBURG, PA 15258 | Investment Management | $28,540 |
US BANK4 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 | $27,556 |
Service code 99 · EIN 52-1796473 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Other Fees | $15,775 |
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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 | $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 | -6.90% | -8.26%+1.4pp | -5.85%-1.1pp | 2.77%-9.7pp |
| Employer contribution / active EE | $7,066 | $12,543-43.7% | $31,839-77.8% | $15,262-53.7% |
| 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% |