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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $194,753 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $182,011 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $98,767 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $94,738 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $84,050 |
EARNEST PARTNERS, LLC3+ years Service code 28 · EIN 58-2386669 | Investment Management | $80,025 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $64,084 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $61,777 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-3763096 | Legal | $48,714 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $34,535 |
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 | $10,922 | $57,255-80.9% | $83,831-87.0% | $68,904-84.1% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | 8.41% | -0.34%+8.8pp | 850.99%-842.6pp | 1.07%+7.3pp |
| Employer contribution / active EE | $1,434 | $3,341-57.1% | $3,631-60.5% | $2,540-43.6% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $83 | $103-19.8% | $5,479-98.5% | $71+16.3% |