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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3780612 | Investment Management | $183,008 |
ACADIAN ASSET MANAGEMENT LLC9 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 26-3368395 | Investment Management | $86,656 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928058 | Pension Consulting | $85,711 |
CITIZENS BANK7 years Service code 19 · EIN 20-2635739 | Securities Custodian | $59,603 |
ULLICO6 years Filed as: UNION LABOR LIFE INSURANCE COM Service code 28 · EIN 13-1423090 | Investment Management | $45,688 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,500 |
Filed as: ADMINISTRATION SERVICES, INC Service code 13 · EIN 05-0345198 | Contract Administrator | $42,000 |
CORRENTE LAW OFFICE10+ years Service code 29 · EIN 06-1484539 | Legal | $26,000 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $25,800 |
Filed as: SOLXSYS ADMINISTRATION SOLUTIONS Service code 64 · EIN 83-2454243 | Recordkeeping Fees | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $86,936-100.0% | $102,437-100.0% | $99,313-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 74.5%-74.5pp | 71.7%-71.7pp |
| Annual return | 8.64% | 14.99%-6.3pp | 24.95%-16.3pp | 17.67%-9.0pp |
| Employer contribution / active EE | $2,706 | $3,925-31.1% | $3,871-30.1% | $3,264-17.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $140-100.0% | $8,388-100.0% | $109-100.0% |