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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $47,345 |
ULLICO5 years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $46,855 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $43,612 |
ALLOTTA FARLEY CO LPA10+ years Filed as: ALLOTTA & FARLEY CO, LPA Service code 29 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $39,560 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN CORE REALTY Service code 28 · EIN 33-0123114 515 S. FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $35,662 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 19 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Securities Custodian | $33,550 |
MANNING & NAPIER10+ years Service code 28 290 WOODCLIFF DR. · FAIRPORT, NY 14450 | Investment Management | $30,705 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $30,000 |
COMERICA BANK10+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Investment Management | $23,279 |
Service code 28 1227 25TH STREET, NW · WASHINGTON, DC 20037 | Investment Management | $15,772 |
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 | $27,266 | $96,999-71.9% | $123,973-78.0% | $83,436-67.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 76.7%+23.3pp | 73.2%+26.8pp |
| Annual return | 9.34% | 8.97%+0.4pp | 388.13%-378.8pp | 19.34%-10.0pp |
| Employer contribution / active EE | $3,776 | $5,808-35.0% | $4,126-8.5% | $4,072-7.3% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $91 | $227-60.1% | $11,799-99.2% | $265-65.8% |