Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SEELAUS ASSET MANAGEMENT1 year Service code 27 150 BODMAN PLACE · RED BANK, NJ 07701 | Advisory (Plan) | $98,592 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST Service code 25 600 FIFTH AVENUE · NEW YORK, NY 10020 | Directed Trustee | $12,052 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -6.70% | -11.09%+4.4pp | -38.86%+32.2pp | -5.25%-1.5pp |
| Employer contribution / active EE | $9,889 | $16,800-41.1% | $37,752-73.8% | $15,161-34.8% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |