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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $183,918 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $131,611 |
EARNEST PARTNERS, LLC4+ years Service code 28 · EIN 58-2386669 | Investment Management | $93,757 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $86,000 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $84,594 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $82,117 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $70,991 |
Service code 28 · EIN 80-0169636 | Investment Management | $69,035 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-3763096 | Legal | $60,202 |
GOLDMAN SACHS4+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $54,269 |
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 | $10,763 | $78,226-86.2% | $92,915-88.4% | $82,204-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 2.78% | 19.33%-16.5pp | 109.45%-106.7pp | 26.31%-23.5pp |
| Employer contribution / active EE | $1,443 | $3,911-63.1% | $3,653-60.5% | $2,707-46.7% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $79 | $119-33.7% | $5,796-98.6% | $76+4.4% |