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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 10 HUDSON YARDS, 41ST FLOOR · NEW YORK, NY 10001 | Investment Management | $517,000 |
I.E. SHAFFER & CO.8+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $392,829 |
Service code 28 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $229,368 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $103,824 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $79,107 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $71,134 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $65,156 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $57,711 |
GCM GROSVENOR3 years Filed as: GROSVENOR Service code 28 · EIN 32-0497309 767 FIFTH AVENUE 14TH FLOOR · NEW YORK, NY 10153 | Investment Management | $55,083 |
O'BRIEN BELLAND & BUSHINSKY8+ years Service code 29 · EIN 37-1467056 | Legal | $46,854 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -5.70% | 7.95%-13.7pp | 20.18%-25.9pp | 9.11%-14.8pp |
| Employer contribution / active EE | $7,169 | $14,684-51.2% | $29,108-75.4% | $12,231-41.4% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |