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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC6+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $627,425 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $99,692 |
Service code 28 · EIN 04-2895544 | Investment Management | $98,599 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $94,616 |
Filed as: HAMILTON LANE PARTNERSE Service code 28 · EIN 23-2962336 | Investment Management | $91,978 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSTON GLOBAL ADVISORS Service code 28 · EIN 13-4215617 | Investment Management | $82,826 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 16 · EIN 58-2432390 | Consulting | $82,500 |
CHEIRON5 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $81,739 |
SLEVIN & HART, P.C.5 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $78,745 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $56,056 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 9.82% | 9.48%+0.3pp | 9.52%+0.3pp | 12.86%-3.0pp |
| Employer contribution / active EE | $2,012 | $12,808-84.3% | $41,951-95.2% | $13,687-85.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |