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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN8+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $1,204,003 |
Filed as: PRUDENTIAL RETIREM INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $640,676 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $614,342 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1708613 | Legal | $376,647 |
LPC COMMERCIAL SERVICES, INC2 years Filed as: LPC COMMERCIAL SERVICES, INC. Service code 49 · EIN 75-2346734 | Other Services | $271,758 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $256,368 |
L&B REALTY2 years Filed as: L&B REALTY ADIVSORS, LLP Service code 49 · EIN 20-3146704 | Other Services | $250,000 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $214,585 |
GLOBEFLEX CAPITAL LP7 years Service code 28 · EIN 33-0597629 | Investment Management | $204,142 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $203,535 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -10.63% | -13.54%+2.9pp | 22.50%-33.1pp | 23.41%-34.0pp |
| Employer contribution / active EE | $14,181 | $14,842-4.5% | $33,849-58.1% | $12,650+12.1% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |