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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $61,470 |
ANDCO CONSULTING5 years Filed as: ANDCO Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $50,445 |
CUNI, RUST & STRENK7 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $47,250 |
CIUNI & PANICHI, INC.8+ years Service code 10 · EIN 34-1322309 | Accounting | $24,019 |
MACALA & PIATT, LLC8+ years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 | Legal | $22,648 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 801 NORTH BRAND BOULEVARD, STE 800 · GLENDALE, CA 91203 | Investment Management | $16,914 |
L. CALVIN JONES AND CO. INC.8+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $15,692 |
PEOPLES UNITED BANK3 years Filed as: NATIONAL INVESMENT SERVICES Service code 16 777 E. WISCONSIN, STE 2350 · MILWAUKEE, WI 53202 | Consulting | $13,606 |
Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $12,676 |
Service code 64 · EIN 54-2172847 | Recordkeeping Fees | $12,456 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 0.00% | 146.80%-146.8pp | 20.18%-20.2pp | 22.81%-22.8pp |
| Employer contribution / active EE | $20,256 | $13,016+55.6% | $29,108-30.4% | $18,290+10.7% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |