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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 52-1086251 | Contract Administrator | $614,471 |
SLEVIN & HART, P.C.3 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $414,220 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $120,427 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $117,381 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 13-3257590 | Investment Management | $79,397 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $78,098 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 16 · EIN 58-2432390 | Consulting | $75,000 |
CHEIRON1 year Service code 11 · EIN 13-4215617 | Actuarial | $74,503 |
ENTRUST PARTNERS OFFSHORE LP4+ years Service code 28 · EIN 90-0644478 | Investment Management | $69,398 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $60,864 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.89% | -0.94%-2.0pp | -2.18%-0.7pp | 33.37%-36.3pp |
| Employer contribution / active EE | $1,915 | $12,464-84.6% | $38,751-95.1% | $11,253-83.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |