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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 15 · EIN 39-1400101 | Recordkeeping | $170,622 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $103,540 |
GCM GROSVENOR4+ years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVENUE, STE 1100 · CHICAGO, IL 60611 | Investment Management | $99,036 |
THE PREVIANT LAW FIRM, S.C.4+ years Filed as: PREVIANT, GOLDBERG ET AL Service code 29 · EIN 39-1211596 | Legal | $67,834 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $49,400 |
US BANK4+ years Service code 18 · EIN 41-0417860 | Custodial (other than securities); Cu... | $35,931 |
Filed as: WESTERN ASSET MANAGEMNT COMPANY Service code 28 · EIN 20-1226970 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $32,013 |
FREYBERG HINKLE ET AL4+ years Service code 10 · EIN 39-1531945 | Accounting | $25,095 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $16,466 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON MOUNTAIN MADISON Service code 15 2302 VONDRON RD · MADISON, WI 53716 | Recordkeeping | $14,003 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 0.45% | 12.20%-11.7pp | 10.56%-10.1pp | 21.83%-21.4pp |
| Employer contribution / active EE | $11,517 | $12,801-10.0% | $30,199-61.9% | $12,237-5.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |