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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC7 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $123,757 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $102,440 |
Filed as: PRINCIPAL Service code 28 · EIN 94-1347393 | Investment Management | $36,478 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 11-2418191 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $29,934 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,431 |
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $25,463 |
XPAN LAW PARTNERS, LLC1 year Filed as: XPAN LAW PARTNERS LLC Service code 16 4 N MAPLE AVE · MARLTON, NJ 08053 | Consulting | $19,000 |
DANA INVESTMENT ADVISORS2 years Service code 27 20700 SWENSON DR. 400 · WAUKESHA, WI 53186 | Advisory (Plan) | $15,914 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $11,170 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 7.42% | 9.44%-2.0pp | 9.14%-1.7pp | 15.19%-7.8pp |
| Employer contribution / active EE | $0 | $27,134-100.0% | $21,225-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |