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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $346,742 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $209,908 |
DLA PIPER2 years Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 | Legal | $163,708 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $137,162 |
FOUNDRY PARTNERS8 years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $131,151 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $116,350 |
GOLDMAN SACHS1 year Filed as: GLOUSTON CAPITAL PARTNERS, LLC Service code 28 · EIN 02-0571602 | Investment Management | $115,114 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 17 · EIN 58-2432390 | Pension Consulting | $110,000 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $92,482 |
GREAT LAKES ADVISORS, LLC8 years Service code 28 · EIN 80-0292839 | Investment Management | $89,874 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.19% | 5.34%+0.9pp | 9.14%-2.9pp | 9.30%-3.1pp |
| Employer contribution / active EE | $5,599 | $9,329-40.0% | $40,523-86.2% | $12,551-55.4% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |