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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $248,397 |
Service code 28 · EIN 22-3361201 | Investment Management | $231,983 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $230,729 |
THE SEGAL COMPANY7+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $209,226 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 52-2288019 | Investment Management | $195,185 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $194,409 |
VICTORY7+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $169,607 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 770 FORSYTH BLVD SUITE 1200 · ST. LOUIS, MO 63105 | Investment Management | $150,273 |
Filed as: PARAMETRIC DEFENSIVE EQUITY FUND LL Service code 28 · EIN 45-2531297 | Investment Management | $111,268 |
AMALGAMATED BANK7+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $99,689 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -12.57% | -7.95%-4.6pp | -5.85%-6.7pp | 23.41%-36.0pp |
| Employer contribution / active EE | $19,524 | $13,972+39.7% | $31,839-38.7% | $12,650+54.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |