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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $630,217 |
SLEVIN & HART, P.C.4 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $139,778 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $112,504 |
Filed as: JOHNSTON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $81,712 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 16 · EIN 58-2432390 | Consulting | $78,750 |
Service code 28 · EIN 04-2895544 | Investment Management | $66,469 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $65,977 |
CHEIRON2 years Service code 11 · EIN 13-4215617 | Actuarial | $62,610 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $62,030 |
ENTRUST PARTNERS OFFSHORE LP5+ years Service code 28 · EIN 90-0644478 | Investment Management | $54,265 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.46% | 14.29%+1.2pp | 14.64%+0.8pp | 21.83%-6.4pp |
| Employer contribution / active EE | $2,068 | $12,083-82.9% | $41,831-95.1% | $12,237-83.1% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |