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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN9+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $1,038,055 |
Filed as: PRUDENTIAL RETIREM INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $516,625 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $421,933 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $288,014 |
SLEVIN & HART, P.C.9+ years Service code 29 · EIN 52-1708613 | Legal | $279,978 |
L&B REALTY3 years Filed as: L&B REALTY ADIVSORS, LLP Service code 49 · EIN 20-3146704 | Other Services | $250,000 |
METLIFE LIFE INSURANCE COMPANY9+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $234,034 |
LPC COMMERCIAL SERVICES, INC3 years Filed as: LPC COMMERCIAL SERVICES, INC. Service code 49 · EIN 75-2346734 | Other Services | $204,150 |
GLOBEFLEX CAPITAL LP8 years Service code 28 · EIN 33-0597629 | Investment Management | $198,701 |
NEPC, LLC9+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $193,956 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 6.54% | 10.13%-3.6pp | 78.62%-72.1pp | 9.11%-2.6pp |
| Employer contribution / active EE | $17,200 | $13,162+30.7% | $31,646-45.6% | $12,231+40.6% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |