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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $351,294 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $229,971 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL MANAGEMENT, INC Service code 28 · EIN 20-2830751 | Investment Management | $211,587 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $159,492 |
RIDGEWORTH7+ years Filed as: KAYNE, ANDERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $153,800 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $121,021 |
CHEIRON7+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $95,767 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $82,319 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 04-1867445 | Investment management; Custodial (sec... | $74,085 |
Service code 28 · EIN 91-1042342 | Investment Management | $65,129 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 10.22% | 19.37%-9.1pp | 11.08%-0.9pp | 15.63%-5.4pp |
| Employer contribution / active EE | $6,602 | $13,107-49.6% | $28,418-76.8% | $11,476-42.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |