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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $544,388 |
BOSTON PARTNERS3 years Service code 28 138 ANDOVER ROAD · ANDOVER, MA 01810 | Investment Management | $349,576 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $314,299 |
JANUS HENDERSON1 year Service code 28 | Investment Management | $236,103 |
Filed as: GREAT LAKES Service code 28 7017 PEARL RD · CLEVELAND, OH 44130 | Investment Management | $187,250 |
Service code 27 642 NEWTOWN YARDLEY RD 205 · NEWTOWN, PA 18940 | Advisory (Plan) | $175,000 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $154,605 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $93,828 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $90,610 |
GAMCO ASSET MANAGEMENT6+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $85,683 |
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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 | 25.50% | 19.37%+6.1pp | 11.08%+14.4pp | 15.63%+9.9pp |
| Employer contribution / active EE | $13,170 | $13,107+0.5% | $28,418-53.7% | $11,476+14.8% |
| 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% |