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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC5 years Filed as: STAIRWAY PARTNERS Service code 27 · EIN 20-1164360 | Advisory (Plan) | $125,872 |
WILSON-MCSHANE CORPORATION8 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $85,866 |
BENESYS, INC.5 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $24,050 |
BAUMAN ASSOCIATES7 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $13,890 |
ANDREW & BRANSKY, P.A8 years Service code 29 · EIN 41-1502219 | Legal | $9,109 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.00% | 11.01%-4.0pp | 8.10%-1.1pp | 7.65%-0.7pp |
| Employer contribution / active EE | $12,146 | $13,413-9.4% | $28,661-57.6% | $20,599-41.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |