| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $300,855 |
THE SEGAL COMPANY2 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $163,413 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $131,141 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-3437991 | Investment Management | $92,136 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $72,000 |
INCOME RESEARCH & MANAGEMENT6 years Service code 28 · EIN 04-2955404 100 FEDERAL STREET, 3OTH FL · BOSTON, MA 02110 | Investment Management | $58,616 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $58,010 |
ABATO, RUBENSTEIN & ABATO8+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $45,915 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $27,433 |
BMO HARRIS BANK NA8+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $21,980 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -13.18% | -7.95%-5.2pp | -5.85%-7.3pp | 23.41%-36.6pp |
| Employer contribution / active EE | $8,610 | $13,972-38.4% | $31,839-73.0% | $12,650-31.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |