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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 | $317,754 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY, SUITE 56 · ATLANTA, GA 30338 | Actuarial | $104,518 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Advisory (Plan) | $85,000 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $81,058 |
WINTRUST INVESTMENTS LLC5 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 | $60,883 |
Service code 10 · EIN 72-0567396 1615 POYDRAS ST. STE. 2100 · NEW ORLEANS, LA 70112 | Accounting | $60,178 |
RIDGEWORTH1 year Filed as: SEIX INVESTMENT ADVISORS Service code 27 · EIN 94-4191764 ONE MAYNARD DRIVE, SUITE 3200 · PARK RIDGE, NJ 07656 | Advisory (Plan) | $35,595 |
US BANK5 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 | $30,990 |
Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 777 E. WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $26,713 |
THE BANK OF NEW YORK MELLON5 years Service code 28 · EIN 25-6078093 500 GRANT STREET · PITTSBURG, PA 15258 | Investment Management | $23,102 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 6.51% | 7.15%-0.6pp | 20.18%-13.7pp | 37.74%-31.2pp |
| Employer contribution / active EE | $9,117 | $13,270-31.3% | $29,108-68.7% | $15,788-42.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |