Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SEELAUS ASSET MANAGEMENT2 years Service code 27 150 BODMAN PLACE · RED BANK, NJ 07701 | Advisory (Plan) | $89,650 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST Service code 25 600 FIFTH AVENUE · NEW YORK, NY 10020 | Directed Trustee | $12,774 |
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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 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 8.71% | 34.49%-25.8pp | 32.33%-23.6pp | 24.44%-15.7pp |
| Employer contribution / active EE | $13,000 | $36,001-63.9% | $33,960-61.7% | $41,348-68.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |