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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $77,950 |
Filed as: INSURANCE PROGRAMMERS INC. (IPI) Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $62,505 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET, 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $53,078 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $43,100 |
Service code 28 · EIN 13-5674085 4 WORLD FINL CTR, 250 VESEY STREET · NEW YORK, NY 10281 | Investment Management | $24,438 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 1448 BALLTOWN ROAD · NISKAYUNA, NY 12309 | Investment Management | $9,151 |
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Annual investment return 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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 0.34% | 4.23%-3.9pp | 3.97%-3.6pp | 4.56%-4.2pp |
| Employer contribution / active EE | $11,568 | $16,147-28.4% | $28,168-58.9% | $15,526-25.5% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |