| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $285,502 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $124,631 |
ABATO, RUBENSTEIN & ABATO5+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $86,909 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $85,199 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 25 BRAINTREE HILL OFFICE · BRAINTREE, MA 02184 | Pension Consulting | $72,000 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 20-0055624 | Investment Management | $71,771 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-3437991 | Investment Management | $67,172 |
NEWTOWER TRUST COMPANY5+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVE, SUITE 350W · BETHESDA, MD 20814 | Investment Management | $63,555 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $57,944 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $57,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.52% | 12.20%+4.3pp | 10.56%+6.0pp | 21.83%-5.3pp |
| Employer contribution / active EE | $7,321 | $12,801-42.8% | $30,199-75.8% | $12,237-40.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |