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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 10 · EIN 38-2383171 | Accounting | $108,978 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $78,422 |
PNC BANK, N.A.8+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $53,719 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $33,500 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $33,346 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $27,383 |
WATKINS ROSS8+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $25,705 |
PLANTE & MORAN, PLLC8+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $25,000 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $18,269 |
DIMENSIONAL FUND ADVISORS8+ years Service code 28 · EIN 23-6819730 | Investment Management | $15,352 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -17.36% | -10.02%-7.3pp | -4.80%-12.6pp | -5.25%-12.1pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $30,897-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |