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| Provider | Service type | Compensation |
|---|---|---|
M.S. ADMINISTRATORS8+ years Service code 13 · EIN 13-4001125 | Contract Administrator | $1,101,502 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE ASSET MGMNT Service code 28 · EIN 13-4994650 | Investment Management | $168,533 |
INVESCO8+ years Service code 28 · EIN 46-3793325 | Investment Management | $149,525 |
SPEAR WILDERMAN3 years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2749511 | Legal | $98,635 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $87,892 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $82,215 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUANVEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $62,496 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $40,114 |
PENSION BENEFIT INFORMATION6 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 99 · EIN 82-4722389 | Other Fees | $29,578 |
MSPC8+ years Service code 49 · EIN 22-2951202 | Other Services | $18,125 |
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 | $2,793 | $96,393-97.1% | $86,640-96.8% | $96,393-97.1% |
| Participation rate | 100.0% | 71.3%+28.7pp | 71.7%+28.3pp | 71.3%+28.7pp |
| Annual return | 0.66% | 22.88%-22.2pp | 592.52%-591.9pp | 22.88%-22.2pp |
| Employer contribution / active EE | $820 | $3,239-74.7% | $3,024-72.9% | $3,239-74.7% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,438-100.0% | $5,455-100.0% |
| Admin fee / account holder | $39 | $74-47.8% | $5,616-99.3% | $74-47.8% |