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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION2+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $314,237 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $131,572 |
SCHRODER INVESTMENT MANAGEMENT2+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 28 · EIN 13-4064414 | Investment Management | $123,357 |
DONALDSON CAPITAL MANAGEMENT2+ years Filed as: DONALDSON & CORNWELL Service code 29 · EIN 33-0469098 | Legal | $110,115 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $104,932 |
VENUTI & ASSOCIATES2+ years Service code 11 · EIN 04-3721424 | Actuarial | $88,800 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $84,428 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TR CO, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $80,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 95-3692822 | Investment Management | $73,704 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $66,650 |
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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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 6.13% | 7.17%-1.0pp | 7.98%-1.9pp | 7.18%-1.1pp |
| Employer contribution / active EE | $2,045 | $13,444-84.8% | $23,724-91.4% | $13,095-84.4% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |