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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $59,893 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $50,445 |
CUNI, RUST & STRENK6 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $36,725 |
CIUNI & PANICHI, INC.7+ years Service code 10 · EIN 34-1322309 | Accounting | $24,593 |
PEOPLES UNITED BANK2 years Filed as: NATIONAL INVESMENT SERVICES Service code 16 777 E. WISCONSIN, STE 2350 · MILWAUKEE, WI 53202 | Consulting | $22,195 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $21,340 |
L. CALVIN JONES AND CO. INC.7+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $16,654 |
Service code 64 · EIN 54-2172847 | Recordkeeping Fees | $12,011 |
Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $9,195 |
ANCORA ADVISORS7+ years Service code 28 · EIN 34-1120617 | Investment Management | $9,029 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -2.68% | -6.78%+4.1pp | -5.85%+3.2pp | 39.77%-42.4pp |
| Employer contribution / active EE | $18,684 | $13,335+40.1% | $31,839-41.3% | $19,959-6.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |