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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS4+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $1,007,203 |
Filed as: JP MORGAN CHASE ASSET MGMNT Service code 28 · EIN 13-4994650 | Investment Management | $139,812 |
INVESCO4+ years Service code 28 · EIN 46-3793325 | Investment Management | $128,084 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $98,926 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $84,921 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $73,905 |
FREEDMAN & LORRY, P.C.4+ years Service code 29 · EIN 23-2158375 | Legal | $69,092 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $60,000 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD LARIMER Service code 17 2359 RAILROAD ST, STE. 3501 · PITTSBURG, PA 15222 | Pension Consulting | $44,850 |
HOWARD, MOORE & MCDUFFIE, PC4+ years Filed as: HOWARD, MOORE & MCDUFFIE Service code 10 · EIN 58-1484212 | Accounting | $21,230 |
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 | $3,950 | $89,609-95.6% | $90,304-95.6% | $89,609-95.6% |
| Participation rate | 100.0% | 69.6%+30.4pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.36% | 34.56%-28.2pp | 78.13%-71.8pp | 34.56%-28.2pp |
| Employer contribution / active EE | $805 | $2,584-68.9% | $2,855-71.8% | $2,584-68.9% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $3,885-100.0% | $4,220-100.0% |
| Admin fee / account holder | $53 | $72-25.5% | $5,354-99.0% | $72-25.5% |