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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS9+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $1,142,891 |
INVESCO9+ years Service code 28 · EIN 46-3793325 | Investment Management | $152,669 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE ASSET MGMNT Service code 28 · EIN 13-4994650 | Investment Management | $135,216 |
SPEAR WILDERMAN4 years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $98,305 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $82,480 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $81,825 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $68,249 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $62,496 |
HOWARD, MOORE & MCDUFFIE, PC9+ years Filed as: HOWARD, MOORE & MCDUFFIE Service code 10 · EIN 58-1484212 | Accounting | $34,198 |
PENSION BENEFIT INFORMATION7 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 99 · EIN 82-4722389 | Other Fees | $32,568 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,950 | $106,553-97.2% | $81,844-96.4% | $106,553-97.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 72.4%+27.6pp | 69.8%+30.2pp |
| Annual return | 11.66% | 17.37%-5.7pp | 778.87%-767.2pp | 17.37%-5.7pp |
| Employer contribution / active EE | $919 | $3,359-72.6% | $2,916-68.5% | $3,359-72.6% |
| Participant deferral / active EE | $0 | $5,562-100.0% | $4,323-100.0% | $5,562-100.0% |
| Admin fee / account holder | $37 | $80-54.1% | $7,355-99.5% | $80-54.1% |