| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $299,743 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 20-0055624 | Investment Management | $113,774 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $111,182 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $105,749 |
INCOME RESEARCH & MANAGEMENT5 years Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 3OTH FL · BOSTON, MA 02110 | Investment Management | $89,046 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $72,000 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-3437991 | Investment Management | $71,830 |
THE SEGAL COMPANY1 year Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $50,000 |
ABATO, RUBENSTEIN & ABATO7+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $46,378 |
WEYRICH, CRONIN & SORRA, LLC5 years Service code 10 · EIN 52-1162023 | Accounting | $29,032 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.52% | 19.37%-4.9pp | 11.08%+3.4pp | 15.63%-1.1pp |
| Employer contribution / active EE | $7,320 | $13,107-44.2% | $28,418-74.2% | $11,476-36.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |