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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $394,343 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $198,325 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $132,771 |
RIDGEWORTH5+ years Filed as: KAYNE, ANDERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $112,532 |
CHEIRON5+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $94,368 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $93,777 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $79,610 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $76,540 |
Service code 28 · EIN 91-1042342 | Investment Management | $74,991 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $74,082 |
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Employer contribution per participant 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 | 15.99% | 12.20%+3.8pp | 10.56%+5.4pp | 21.83%-5.8pp |
| Employer contribution / active EE | $7,138 | $12,801-44.2% | $30,199-76.4% | $12,237-41.7% |
| 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% |