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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 10 · EIN 38-2383171 | Accounting | $113,110 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $104,900 |
PNC BANK, N.A.4+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $93,796 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $68,351 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $59,576 |
DIMENSIONAL FUND ADVISORS4+ years Service code 28 · EIN 23-6819730 | Investment Management | $46,951 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $40,364 |
WATKINS ROSS4+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $36,500 |
KOTZ, SANGSTER, WYSOCKI PC4+ years Service code 29 · EIN 38-2868807 | Legal | $26,173 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $17,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -5.12% | 3.99%-9.1pp | 4.36%-9.5pp | 10.56%-15.7pp |
| Employer contribution / active EE | $1,437 | $11,621-87.6% | $27,383-94.8% | $13,643-89.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |