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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $61,428 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 18861 S. 90TH AVENUE SUITE A · MOKENA, IL 60448 | Contract Administrator | $49,500 |
BONADIO & CO., LLP6+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $40,900 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $32,222 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 1448 BALLTOWN ROAD · NISKAYUNA, NY 12309 | Investment Management | $6,703 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | -10.70% | 8.57%-19.3pp | 7.87%-18.6pp | 9.29%-20.0pp |
| Employer contribution / active EE | $9,808 | $19,481-49.7% | $31,784-69.1% | $15,168-35.3% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |