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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC9+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $4,170,777 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $158,351 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 06-0839113 | Consulting | $145,573 |
3BF PARTNERS, LLC2 years Service code 99 · EIN 37-1920632 | Other Fees | $130,078 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 12 · EIN 22-1467904 | Claims processing | $80,538 |
Service code 36 · EIN 26-4662241 | Copying and duplicating | $71,083 |
CHANGE HEALTHCARE2 years Filed as: CHANGE HEALTHCARE OPERATIONS, LLC Service code 12 · EIN 20-5731067 | Claims processing | $28,265 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 | Legal | $22,126 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $14,940 |
JAYANT GHEVARIA & CO2 years Service code 99 | Other Fees | $8,905 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 13.75% | 13.18%+0.6pp | 32.33%-18.6pp | 13.18%+0.6pp |
| Employer contribution / active EE | $493 | $8,469-94.2% | $33,964-98.5% | $8,469-94.2% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |