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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $616,488 |
SLEVIN & HART, P.C.6 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $145,289 |
CHEIRON6 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $136,377 |
LOOMIS SAYLES6 years Service code 28 · EIN 04-3200030 | Investment Management | $129,131 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: JOHNSTON GLOBAL ADVISORS Service code 28 · EIN 13-4215617 | Investment Management | $114,026 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $104,152 |
Service code 28 · EIN 04-2895544 | Investment Management | $92,727 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 16 · EIN 58-2432390 | Consulting | $82,500 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE PARTNERS Service code 28 · EIN 23-2962336 | Investment Management | $81,773 |
WEDGE CAPITAL MANAGEMENT6 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $77,730 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 12.52% | 12.07%+0.4pp | 8.95%+3.6pp | 15.63%-3.1pp |
| Employer contribution / active EE | $2,187 | $9,481-76.9% | $46,559-95.3% | $11,476-80.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |