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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $388,252 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $208,863 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $197,641 |
RIDGEWORTH9+ years Filed as: KAYNE, ANDERSON, RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $145,415 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $127,588 |
CHEIRON9+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $110,851 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, PC. Service code 10 · EIN 22-2027092 | Accounting | $84,740 |
SMART SOURCE LLC3 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $73,109 |
Service code 28 · EIN 91-1042342 | Investment Management | $50,533 |
COMPLIANCE VERIFICATION8 years Service code 10 · EIN 26-2336426 | Accounting | $45,203 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.42% | 7.95%+3.5pp | 20.18%-8.8pp | 9.11%+2.3pp |
| Employer contribution / active EE | $7,005 | $14,684-52.3% | $29,108-75.9% | $12,231-42.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |