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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 15 · EIN 39-1400101 | Recordkeeping | $166,747 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $96,121 |
GCM GROSVENOR1+ years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Investment Management | $78,285 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 28 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $73,527 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $49,300 |
THE PREVIANT LAW FIRM, S.C.1+ years Filed as: PREVIANT, GOLDBERG ET AL Service code 29 · EIN 39-1211596 | Legal | $47,758 |
US BANK1+ years Service code 18 · EIN 41-0417860 | Direct payment from the plan; Custodi... | $34,362 |
FREYBERG HINKLE ET AL1+ years Service code 10 · EIN 39-1531945 | Accounting | $22,250 |
WELLINGTON TRUST COMPANY1+ years Service code 28 280 CONGRESS ST · BOSTON, MA 02210 | Investment Management | $14,947 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $13,456 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.50% | 3.63%-5.1pp | 4.16%-5.7pp | 9.19%-10.7pp |
| Employer contribution / active EE | $11,264 | $11,363-0.9% | $29,966-62.4% | $12,608-10.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |