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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $51,924 |
PENSION ASSURANCE LLP3 years Filed as: PENSION AND ANNUITY PLAN OF BPF Service code 14 · EIN 51-6135291 | Plan Administrator | $42,248 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $31,754 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $21,515 |
BOSTON PARTNERS8+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $17,613 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $12,758 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $9,659 |
Service code 15 · EIN 13-3762345 | Recordkeeping | $7,113 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,930 | $76,774-85.8% | $112,249-90.3% | $77,906-86.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.90% | -10.25%-6.7pp | 27.48%-44.4pp | 12.16%-29.1pp |
| Employer contribution / active EE | $990 | $3,977-75.1% | $3,636-72.8% | $2,846-65.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $132 | $239-44.9% | $6,412-97.9% | $133-0.6% |