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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS2+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $971,144 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-3200244 | Investment Management | $124,065 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $120,866 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $92,356 |
FREEDMAN & LORRY, P.C.2+ years Service code 29 · EIN 23-2158375 | Legal | $91,652 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $75,734 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $59,773 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $51,072 |
HOWARD, MOORE & MCDUFFIE, PC2+ years Filed as: HOWARD, MOORE & MCDUFFIE Service code 10 · EIN 58-1484212 | Accounting | $20,949 |
PENSION BENEFIT INFORMATION2+ years Service code 99 · EIN 94-2856521 | Other Fees | $19,154 |
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 | $4,265 | $80,976-94.7% | $86,582-95.1% | $80,976-94.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.5%+26.5pp | 68.3%+31.7pp |
| Annual return | 5.34% | 22.91%-17.6pp | 965.08%-959.7pp | 22.91%-17.6pp |
| Employer contribution / active EE | $827 | $2,402-65.6% | $2,839-70.9% | $2,402-65.6% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,609-100.0% | $3,848-100.0% |
| Admin fee / account holder | $56 | $67-17.5% | $4,904-98.9% | $67-17.5% |