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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 02-0448023 ONE COURT STREET · LEBANON, NH 03766 | Investment Management | $368,674 |
TOWLE & CO.7 years Service code 28 · EIN 43-1238562 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Investment Management | $40,362 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 28 · EIN 95-3582843 | Investment Management | $36,306 |
WITHUMSMITH+BROWN, PC10+ years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $24,440 |
PREFERRED PENSION PLANNING10+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 11 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $24,230 |
ADP BROKER-DEALER9 years Filed as: ADP Service code 12 · EIN 22-3006057 1851 N. RESLER DRIVE · EL PASO, TX 79912 | Claims processing | $7,927 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 8.55% | 8.01%+0.5pp | 8.34%+0.2pp | 7.65%+0.9pp |
| Employer contribution / active EE | $0 | $20,177-100.0% | $30,790-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |