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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN3+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $876,704 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $617,091 |
Filed as: PRUDENTIAL RETIREM INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $504,686 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $456,230 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $365,479 |
PINNACLE ASSOCIATES LTD3+ years Service code 28 · EIN 13-3220717 | Investment Management | $295,025 |
RIDGEWORTH3+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 26-1483110 | Investment Management | $259,153 |
L&B REALTY3+ years Service code 27 · EIN 20-3146704 | Advisory (Plan) | $250,000 |
GLOBEFLEX CAPITAL LP2 years Service code 28 · EIN 33-0597629 | Investment Management | $219,889 |
LPC COMMERCIAL SERVICES, INC3+ years Service code 49 · EIN 75-2346734 | Other Services | $218,653 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 8.58% | 16.52%-7.9pp | 14.20%-5.6pp | 17.84%-9.3pp |
| Employer contribution / active EE | $13,475 | $13,798-2.3% | $27,968-51.8% | $14,688-8.3% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |