| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION CORP., INC. Service code 13 · EIN 52-1139156 | Contract Administrator | $339,678 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $105,015 |
NEWTOWER TRUST COMPANY9+ years Filed as: NEW TOWER TRUST COMPANY Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $97,605 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $97,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $96,759 |
ABATO, RUBENSTEIN & ABATO9+ years Filed as: ABATO, RUBENSTEIN & ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $96,733 |
JANUS HENDERSON1 year Service code 28 152 W 57TH STREET, 43RD FL · NEW YORK, NY 10019 | Investment Management | $71,310 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $69,650 |
INCOME RESEARCH & MANAGEMENT7 years Service code 51 · EIN 04-2955404 100 FEDERAL STREET, 3OTH FL · BOSTON, MA 02110 | Investment Mgmt Fees | $47,999 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 51 · EIN 26-3437991 | Investment Mgmt Fees | $44,891 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.45% | 7.95%-0.5pp | 20.18%-12.7pp | 9.11%-1.7pp |
| Employer contribution / active EE | $7,494 | $14,684-49.0% | $29,108-74.3% | $12,231-38.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |