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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 15 · EIN 39-1400101 | Recordkeeping | $172,340 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $95,798 |
GCM GROSVENOR2+ years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Investment Management | $78,388 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 28 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $77,036 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $48,638 |
THE PREVIANT LAW FIRM, S.C.2+ years Filed as: PREVIANT, GOLDBERG ET AL Service code 29 · EIN 39-1211596 | Legal | $47,331 |
US BANK2+ years Service code 18 · EIN 41-0417860 | Direct payment from the plan; Custodi... | $32,655 |
FREYBERG HINKLE ET AL2+ years Service code 10 · EIN 39-1531945 | Accounting | $22,795 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $13,703 |
REINHART BOERNER VAN DEUREN S.C.2+ years Service code 29 · EIN 39-1126909 | Legal | $13,352 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.24% | 12.33%-0.1pp | 8.32%+3.9pp | 17.84%-5.6pp |
| Employer contribution / active EE | $11,308 | $11,641-2.9% | $30,793-63.3% | $14,688-23.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |