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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 52-6038497 | Contract Administrator | $624,410 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $368,100 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $353,835 |
BOSTON PARTNERS5 years Service code 19 138 ANDOVER ROAD · ANDOVER, MA 01810 | Securities Custodian | $265,825 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-0120528 | Legal | $234,168 |
Service code 27 642 NEWTOWN YARDLEY RD 205 · NEWTOWN, PA 18940 | Advisory (Plan) | $175,000 |
JANUS HENDERSON3 years Service code 28 | Investment Management | $170,133 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES Service code 19 7017 PEARL RD · CLEVELAND, OH 44130 | Securities Custodian | $108,792 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $107,534 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $93,878 |
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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 | $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 | 6.08% | 7.95%-1.9pp | 20.18%-14.1pp | 9.11%-3.0pp |
| Employer contribution / active EE | $14,656 | $14,684-0.2% | $29,108-49.6% | $12,231+19.8% |
| 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% |