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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE #1 Service code 30 · EIN 51-6029899 | Employee (plan); Direct payment from ... | $131,000 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE #2 Service code 30 · EIN 51-6029899 | Direct payment from the plan; Employe... | $87,969 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $84,596 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $46,027 |
THE BANK OF NEW YORK MELLON8 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $43,217 |
MADISON INVESTMENT ADVISORS5 years Service code 28 550 SCIENCE DR · MADISON, WI 53711 | Investment Management | $38,399 |
PENSION FUND EVALUATIONS, INC.10+ years Service code 28 · EIN 11-2503982 | Investment Management | $28,500 |
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $25,671 |
FREEDOM INVESTMENT MGMT2 years Service code 28 · EIN 68-0540584 | Investment Management | $21,929 |
COMERICA BANK10+ years Service code 19 · EIN 51-6029899 | Securities Custodian | $21,302 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 8.83% | 8.87%0pp | 0.88%+7.9pp | 8.87%0pp |
| Employer contribution / active EE | $1,938 | $15,740-87.7% | $23,706-91.8% | $15,740-87.7% |
| Participant deferral / active EE | $0 | $753-100.0% | $0 | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |