| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $298,940 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $117,254 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 20-0055624 | Investment Management | $78,626 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 25 BRAINTREE HILL OFFICE · BRAINTREE, MA 02184 | Pension Consulting | $72,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-3437991 | Investment Management | $70,461 |
NEWTOWER TRUST COMPANY6+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVE, SUITE 350W · BETHESDA, MD 20814 | Investment Management | $64,546 |
ABATO, RUBENSTEIN & ABATO6+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $56,016 |
Filed as: HAMILTON LANE ADVISORS, LL Service code 52 · EIN 23-2962336 110 WASHINGTON ST., SUITE 1300 · CRONSHOHOCKEN, PA 19428 | Indirect Investment Fees | $48,402 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $46,658 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $46,658 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.82% | 6.82%+5.0pp | 8.01%+3.8pp | 12.86%-1.0pp |
| Employer contribution / active EE | $7,200 | $12,695-43.3% | $29,476-75.6% | $13,687-47.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |